Private Wealth Advisor

Valid8 Financial, Inc.; New York (NY); On-site; USD 130,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Incentive compensation

Professional development support

Paid time off

Job summary

Chemistry Wealth Management is seeking an experienced Private Wealth Advisor to act as the primary advisor for high-net-worth clients, coordinating investments, tax, estate, insurance, retirement, and other financial matters.

The role emphasizes proactive guidance, client service excellence, and growth through referrals, with a base salary plus incentives and long-term opportunities at a growing firm.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 5+ years of wealth management, financial planning, or advisory experience.
• Experience working directly with affluent and high-net-worth clients.
• Strong knowledge of retirement planning, tax-aware planning, estate planning fundamentals, insurance planning, investment fundamentals, cash flow and balance sheet management.
• Strong written, verbal, and presentation skills.
• Ability to manage multiple client relationships simultaneously.

Responsibilities

• Serve as the primary relationship manager for assigned client households.
• Develop deep knowledge of clients' goals, values, family dynamics, and financial circumstances.
• Lead client review meetings and ongoing planning discussions.
• Deliver proactive communication and timely follow-up on client needs.
• Foster long-term client loyalty and retention through proactive communication and exceptional service.
• Identify emerging client needs and coordinate appropriate solutions.

Skills

Relationship-building

Communication

Financial planning

Client management

Education

Bachelor's degree in Finance/Business/Economics or related field

Tools

Financial planning software

CRM systems

Portfolio accounting

Custodial platforms

Job description

At Chemistry Wealth Management, we help successful individuals, families, entrepreneurs, executives, and business owners make confident financial decisions and build enduring wealth.

Our approach goes beyond traditional investment management. We integrate financial planning, investment strategy, tax-efficient wealth management, risk management, estate planning coordination, and family legacy considerations into one comprehensive advisory experience.

We believe the strongest client relationships are built on trust, responsiveness, expertise, and an unwavering commitment to acting in our clients' best interests. As a fee-only fiduciary advisor, we provide objective advice that is free from product commissions and conflicts of interest.

Position Summary

Chemistry Wealth Management is seeking an experienced, relationship-oriented, and highly organized Private Wealth Advisor to serve as the primary advisor for a select group of high-net-worth individuals and families. This individual will serve as each client's Personal CFO, coordinating advice across investments, tax planning, estate planning, insurance, retirement, and other financial matters.

The ideal candidate is passionate about helping clients navigate life's financial complexities through comprehensive planning, proactive advice, and exceptional service. This individual will lead client relationships, coordinate advice across multiple disciplines, and ensure every client receives the personalized attention and guidance that defines the Chemistry client experience.

This is an opportunity to join a growing independent wealth management firm where you can deepen relationships, improve client outcomes, and help shape the future of a premier advisory business.

Client Relationship Management

• Serve as the primary relationship manager for assigned client households.
• Develop deep knowledge of clients' goals, values, family dynamics, and financial circumstances.
• Lead client review meetings and ongoing planning discussions.
• Deliver proactive communication and timely follow-up on client needs.
• Foster long-term client loyalty and retention through proactive communication and exceptional service.
• Identify emerging client needs and coordinate appropriate solutions.

Comprehensive Financial Planning

• Create and maintain comprehensive financial plans.
• Cash flow and budgeting
• Education planning
• Insurance analysis
• Tax planning opportunities
• Executive compensation and equity compensation
• Identify planning opportunities and coordinate implementation.

Client Service & Advice Coordination

• Coordinate with portfolio managers, tax professionals, attorneys, insurance specialists, and other outside advisors.
• Ensure client action items are executed accurately and efficiently.
• Oversee planning workflows and maintain accountability for follow-through.
• Deliver a high-touch, white-glove client experience.

Relationship Management & Growth

• Identify opportunities to deepen existing client relationships.
• Assist with referrals, prospective client meetings, and onboarding activities.
• Support client retention and long-term relationship development.
• Actively participate in organic growth initiatives by identifying planning opportunities, uncovering additional client needs, and facilitating client introductions when appropriate.
• While this role is primarily relationship and planning focused, advisors are expected to contribute to firm growth through client referrals, prospective client meetings, and relationship expansion opportunities.
• Partner closely with advisors, planners, portfolio managers, and operations professionals.
• Contribute to planning best practices, process improvements, and firm initiatives.
• Share knowledge and mentor junior team members where appropriate.

Fiduciary Excellence & Compliance

• Ensure advice aligns with client goals, fiduciary standards, and firm policies.
• Maintain accurate documentation and planning records.
• Support regulatory and compliance requirements.

What Makes You Successful

The ideal candidate demonstrates:

• Exceptional relationship-building skills.
• A genuine passion for helping clients make smart financial decisions.
• Strong financial planning expertise.
• Ability to simplify complex topics into actionable guidance.
• Excellent listening skills and emotional intelligence.
• High attention to detail and follow-through.
• Ownership mentality and proactive problem-solving.
• Collaborative and team-oriented mindset.
• Commitment to delivering an outstanding client experience.
• Fiduciary mindset and unquestioned integrity.

Qualifications

Required

• Bachelor's degree in Finance, Business, Economics, or related field.
• 5+ years of wealth management, financial planning, or advisory experience.
• Experience working directly with affluent and high-net-worth clients.
• Strong knowledge of:
  • Retirement planning
  • Tax-aware planning
  • Estate planning fundamentals
  • Insurance planning
  • Investment fundamentals
  • Cash flow and balance sheet management
• Strong written, verbal, and presentation skills.
• Ability to manage multiple client relationships simultaneously.

Preferred

• Series 65 registration if you have not completed your CFP®.
• Experience within an RIA environment.
• Familiarity with modern RIA technology platforms, including financial planning software, CRM systems, portfolio accounting, workflow tools, and custodial platforms.
• Experience advising affluent families, executives, entrepreneurs, and business owners with complex planning needs.

Our Values

• Put Clients First: Every decision begins with what is best for our clients.
• Pursue Excellence: Good is never good enough when clients depend on us.
• Take Ownership: We act like owners and accept responsibility for outcomes.
• Build Trust: Trust is earned through consistency, honesty, and follow-through.
• Grow Together: We invest in our people and support each other's success.

Why Join Chemistry Wealth Management?

• Become a Personal CFO: Help clients make smarter financial decisions across every area of their financial lives.
• Advice-Driven Culture: Join a planning-led firm where relationships and advice come before products.
• Collaborative Expertise: Work alongside experienced professionals across financial planning, investments, operations, and client service.
• Entrepreneurial Growth: Help shape the future of a growing independent wealth management firm.
• Fee-Only Fiduciary Model: Deliver objective advice in a planning-led environment that prioritizes client outcomes over product sales.

Competitive Compensation

• Competitive base salary + Performance-based incentive compensation
• Long-term growth opportunities

Compensation

Base Salary Range: $130,000 - $200,000+, dependent upon experience

Potential Additional Compensation:

• Incentive Compensation
• Business Development Incentives (where applicable)
• Paid Time Off
• Professional Development Support

Equal Opportunity Employer

Chemistry Wealth Management is committed to fostering a diverse, inclusive, and respectful workplace. We are proud to be an equal opportunity employer and make employment decisions based on qualifications, merit, and business needs.

At Chemistry Wealth Management, we are building more than a wealth management firm. We are building a team of exceptional professionals dedicated to helping clients achieve clarity, confidence, and long-term financial success. If you are driven, client-focused, and motivated to make an impact, we would love to meet you.