Private Wealth Advisor & Personal CFO (Fiduciary)

Chemistrywealth; New York (NY); On-site; USD 130,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based incentive

Long-term growth opportunities

Collaborative team

Job summary

Chemistry Wealth Management is seeking a Private Wealth Advisor to act as the primary advisor for high-net-worth clients. You will coordinate across investments, tax planning, estate planning, and insurance, delivering proactive advice with a white-glove service.

The role focuses on client relationships, cross-disciplinary coordination, and long-term planning for affluent families and executives within a growing, fee-only fiduciary practice.

Qualifications

• Strong relationship-building and advisory skills.
• Excellent financial planning knowledge and ability to translate planning into actionable steps.
• Clear written and verbal communication and presentation abilities.
• 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, and financial circumstances.
• Lead client review meetings and ongoing planning discussions.
• Coordinate with portfolio managers, tax professionals, attorneys, and other advisors.
• Identify opportunities to deepen client relationships and assist with referrals and onboarding.

Skills

Relationship-building

Financial planning

Communication

Problem-solving

Education

Bachelor's degree in Finance/Business/Economics

Job description

Chemistry Wealth Management is seeking a Private Wealth Advisor to act as the primary advisor for high-net-worth clients. You will coordinate across investments, tax planning, estate planning, and insurance, delivering proactive advice with a white-glove service.

The role focuses on client relationships, cross-disciplinary coordination, and long-term planning for affluent families and executives within a growing, fee-only fiduciary practice.