Senior Financial Advisor

FINITETEK INC; New York (NY); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule

Professional development opportunities

Job summary

FINITETEK INC. is seeking an experienced Lead Financial Advisor to serve as the primary advisor for high-net-worth individuals and families.

The role emphasizes fiduciary, fee-only guidance with a focus on building long-term client relationships and delivering comprehensive financial plans across retirement, investments, taxes, estate planning, and wealth transfer. The ideal candidate brings 10+ years in senior advisory roles, strong communication skills, and a commitment to objective,

Qualifications

• 10+ years of experience as a lead financial advisor.
• Proven ability to independently manage client relationships.
• Strong knowledge of comprehensive financial planning and wealth management.
• Excellent communication and relationship-building skills.
• Bachelor's degree from an accredited institution.
• Commitment to providing objective, client-first financial advice.

Responsibilities

• Serve as the primary advisor for high-net-worth individuals and families.
• Build and maintain long-term client relationships.
• Develop comprehensive financial plans covering retirement, investments, taxes, estate planning, insurance, and wealth transfer.
• Provide guidance on major financial decisions and life transitions.
• Collaborate with investment and planning teams to implement customized solutions.
• Mentor junior advisors and contribute to firm growth.

Skills

Lead Financial Advisor

Client relationship management

Wealth management

Comprehensive financial planning

Education

Bachelor's degree in Finance, Economics, or related field

CFP designation (preferred)

Job description

Work Arrangement: Hybrid (2 days in-office, 3 days remote)

Employment Type: Full-Time

Position Overview

The ideal candidate is an experienced financial professional with a strong background in comprehensive financial planning and wealth management. This individual will serve as the primary advisor to high-net-worth individuals and families, building long-term relationships and providing objective, client-focused financial advice.

Company is a fee-only fiduciary firm focused on providing comprehensive financial guidance without commissions or product sales.

Key Responsibilities

• Serve as the primary financial advisor for high-net-worth individuals and families.
• Build and maintain long-term client relationships.
• Develop comprehensive financial plans covering retirement, investments, taxes, estate planning, insurance, and wealth transfer.
• Provide guidance on major financial decisions and life transitions.
• Evaluate clients' financial needs and recommend suitable wealth management strategies.
• Collaborate with investment and financial planning teams to implement customized solutions.
• Explain complex financial matters in a clear and practical manner.
• Proactively identify opportunities to improve clients' financial outcomes.
• Help clients navigate market changes and maintain long-term financial goals.
• Mentor junior advisors and contribute to the firm's continued growth.

Required Qualifications

• 10+ years of experience as a Lead Financial Advisor.
• Proven ability to independently manage client relationships.
• Strong knowledge of comprehensive financial planning and wealth management.
• Excellent communication and relationship-building skills.
• Bachelor's degree from an accredited institution.
• Commitment to providing objective, client-first financial advice.

Preferred Qualifications

• Experience working with a fee-only RIA or fiduciary advisory firm.
• Experience advising high-net-worth or ultra-high-net-worth clients.
• Knowledge of tax-efficient investment strategies and estate planning.

Benefits and Work Environment

• Fee-only fiduciary business model with no commissions or product sales.
• Established client base with complex financial planning needs.
• Collaborative team environment with investment and planning support.
• Opportunity to work with multigenerational high-net-worth families.
• Professional development and leadership opportunities.
• Hybrid work schedule: 2 days in the office and 3 days remote.
• Long-term career growth within an independent wealth management firm.