Senior Financial Advisor

Atlas Search; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Atlas Search in Parsippany, NJ seeks a senior advisor to work directly with the CEO and help lead relationships with premier high-net-worth and ultra-high-net-worth clients. This is a true co-advisory role with ownership and influence across planning.

The successful candidate will lead sophisticated planning engagements across estate, tax, retirement, investment, and wealth-preservation strategies, coordinating with attorneys, CPAs, and internal leadership to deliver integrated solutions.

Qualifications

• 10+ years of wealth management or financial planning experience.
• Experience advising high-net-worth and multi-generational families.
• Series 65, Series 66, or equivalent registration.

Responsibilities

• Co-advise the firm’s most complex client relationships alongside senior leadership
• Lead client and prospect meetings as a primary strategic advisor
• Develop and present advanced financial, tax, estate, and retirement plans
• Coordinate integrated solutions with external legal, tax, and insurance professionals
• Translate client objectives into long-term portfolio and wealth-preservation strategies
• Serve as a technical planning resource and improve internal planning workflows
• Maintain strong compliance and risk-management standards

Skills

Client presence

Judgement

Presentation skills

Tools

eMoney

RightCapital

MoneyGuidePro

Job description

Parsippany, NJ

A growing independent wealth management firm is seeking a senior advisor to work directly alongside the CEO and help lead relationships with the firm’s premier high-net-worth and ultra-high-net-worth clients.

This is a true co-advisory role with significant client exposure, ownership, and influence. The successful candidate will lead sophisticated planning engagements across estate, tax, retirement, investment, and wealth-preservation strategies while coordinating closely with attorneys, CPAs, insurance professionals, and internal leadership.

Key Responsibilities

• Co-advise the firm’s most complex client relationships alongside senior leadership
• Lead client and prospect meetings as a primary strategic advisor
• Develop and present advanced financial, tax, estate, and retirement plans
• Coordinate integrated solutions with external legal, tax, and insurance professionals
• Translate client objectives into long-term portfolio and wealth-preservation strategies
• Serve as a technical planning resource and improve internal planning workflows
• Maintain strong compliance and risk-management standards

Qualifications

• 10+ years of comprehensive wealth management or financial planning experience
• Experience advising high-net-worth and multi-generational families
• Deep knowledge of estate planning, tax mitigation, retirement planning, and executive benefits
• Series 65, Series 66, or equivalent registration
• Experience with eMoney, RightCapital, MoneyGuidePro, or similar planning platforms
• Strong client presence, judgment, and presentation skills

This is an excellent opportunity for an experienced advisor seeking greater influence, direct access to firm leadership, and a central role in serving a sophisticated client base.