Financial Advisor

Diamond Consultants - Financial Advisor Recruiters and Consultants; New York (NY); On-site; USD 120,000 - 230,000; Full time

Job summary

Diamond Consultants - Financial Advisor Recruiters and Consultants in New York City is partnering with a fast-growing independent wealth management firm to hire a planning-focused Wealth Advisor.

You will work with high-net-worth clients and collaborate directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.

Qualifications

• 5+ years of wealth management experience.
• Strong financial planning background with high-net-worth clients.
• Interest in technology, innovation, and AI.
• Entrepreneurial mindset and excellent relationship management skills.
• Ability to work full-time in New York City.

Responsibilities

• Manage wealth for high-net-worth clients.
• Collaborate with engineers and tech teams to shape advisor technology and AI-enabled wealth management.

Skills

Wealth management

Financial planning

Technology interest

Entrepreneurial mindset

Full-time NYC work

Job description

We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office.

This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.

What you'll bring:

• 5+ years of wealth management experience
• Strong financial planning background with HNW clients
• Interest in technology, innovation, and AI
• Entrepreneurial mindset and excellent relationship management skills
• Ability to work full-time in New York City

If you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.