High Net-worth Wealth Advisor (New York City)

Talent Focus Executive Search and Consulting; New York (NY); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Comprehensive training and full support

Prestigious platform within a renowned institution

Job summary

A leading company is seeking a Wealth Advisor for their High Net-worth Private Client practice in New York City. This role involves building durable client relationships and leveraging advanced financial tools to help clients achieve their goals. The position offers a competitive salary, commission opportunities, and comprehensive support for career advancement.

Qualifications

• 5-10 years proven success in sales and relationship management.
• Established network of High Net-worth clients.
• Exceptional emotional intelligence and understanding of Capital Markets.

Responsibilities

• Serve as a trusted partner to high-net-worth clients.
• Build enduring relationships based on financial goals.
• Empower clients with sophisticated financial planning tools.

Skills

Sales

Business Development

Relationship Management

Emotional Intelligence

Curiosity

Understanding of Capital Markets

Job description

High Net-worth Wealth Advisor (New York City)

High Net-worth Wealth Advisor (New York City)

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Talent Focus Executive Search and Consulting provided pay range

This range is provided by Talent Focus Executive Search and Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $175,000.00/yr

Direct message the job poster from Talent Focus Executive Search and Consulting

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in New York City - this is an ongoing brief, as our client continues to expand.

This is a salaried position plus commission based on new revenue generation.

Your Role

As a Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.

Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.

What We’re Looking For

We are seeking ambitious, client-focused professionals with a strong background in:

• Experience: 5-10 years of proven success in sales, business development, and relationship management.
• Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
• Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
• Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.

Why Join This Opportunity?

• Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
• Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
• Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
• Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.

If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high Net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Investment Management, and Capital Markets

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