Senior Financial Advisor

GemHarvest Executive Recruiting; New York (NY); Hybrid; USD 140,000 - 220,000; Full time

Benefits offered by this job

Fully paid medical

401(k) match

Parental leave

Long-term growth opportunities

Job summary

Independent RIA NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients within a fiduciary, collaborative setting. The role focuses on holistic financial planning rather than product sales, in a hybrid NYC office.

You will lead long-term client relationships, coordinate with planning teams, and drive wealth management strategies for families with complex needs.

Qualifications

• 7+ years wealth management/financial planning experience.
• Experience independently leading client relationships.
• CFP preferred; collaborative, client-first mindset.

Responsibilities

• Lead deep high-net-worth client relationships as trusted advisor/quarterback.
• Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer.
• Partner with investment and financial planning teams; no product sales or asset-gathering quotas.

Skills

Relationship management

Financial planning

Team collaboration

Client-first mindset

Education

Bachelor's Degree

CFP preferred

Job description

New York City, Hybrid (2 days in office / 3 days remote)

An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.

What You'll Do

• Lead deep high-net-worth client relationships as trusted advisor/quarterback
• Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer
• Partner with investment and financial planning teams; no product sales or asset-gathering quotas

What's Offered

• 2 days in office / 3 days remote
• Fully paid individual medical, 401(k) match, parental leave, long-term growth

What You Bring

• Bachelor's Degree
• 7+ years wealth management/financial planning experience
• Experience independently leading client relationships
• CFP strongly preferred; collaborative, client-first mindset