Client Relationship Manager/Lead Advisor

Longwave Financial, LLC; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least 5 years of advisory experience and ideally have or be pursuing a CFP designation. A hybrid work schedule is offered, requiring some client travel. Join a motivated team that values work/life balance and shared interests in personal growth.

Qualifications

• At least 5 years of hands-on advisor experience.
• Experience leading meetings and making investment recommendations.
• If fully licensed, clean U4.

Responsibilities

• Handle financial planning and investment management.
• Initiate outreach and resolve client inquiries.
• Nurture and enhance client relationships.

Skills

Team-oriented

Strong technology abilities

Intellectual curiosity

Education

CFP or in process of obtaining designation

Job description

Longwave Financial, an independent advisory firm, is excited to hire a financial advisor/relationship manager to support and enhance our dynamic growth.You will bring a meaningful track record of in-depthknowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning.If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive at Longwave.

The Role:

You will handle all aspects of financial planning and investment management for a segment of our wonderful clients.This includes regular reviews, initiating outreach and resolving incoming client inquiries.You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience.Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment team creates, manages and trades the portfolios.

The Fit:

You view being an advisor as a calling rather than a profession. Being of service to clients is a privilege that you honor through dedication and commitment. You are interested in sustainability and want to be part of a firm that lives its values. You expect a lot of yourself, are driven to excel and understand that this is your life's work.

Your Experience:

• CFP or in process of obtaining designation.
• At least 5 years of hands‑on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations.
• If fully licensed (series 7, 66 and NYS Life & Health), clean U4.

Your Skills:

• Very team‑oriented
• Strong, adaptive technology abilities
• Intellectual curiosity and passionfor our business

Our office is located in Grand Central and our hybrid schedule is in office M-Th with Fri WFH. You will occasionally travel to see clients in our Hudson Valley location or in other states.

Longwave Financial is a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. If you're excited to be around people who take March Madness way too seriously, talk about food while eating food and know a lot of movie trivia, Longwave may be for you. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.