Senior Financial Advisor

Corps Team; New York (NY); On-site; USD 200,000 - 350,000; Full time

Job summary

Corps Team in New York City seeks a Senior Advisor to lead a deeply integrated wealth management practice for ultra‑high net worth families. This direct‑hire role emphasizes client service, holistic planning, and a conflict‑free environment aligned with client interests.

With 15+ years of investment experience and a CFA designation or IAR licensing, you will manage multi‑generational planning, coordinate with tax and estate professionals, and present clear guidance to sophisticated family

Qualifications

• 15+ years of relevant investment experience with UHNW and family clients
• CFA designation and/or IAR licensing required
• Bilingual/Spanish strongly preferred

Responsibilities

• Own client families' complete experience beyond portfolio, delivering confidence and peace of mind
• Lead client meetings; translate complex topics into clear, actionable guidance
• Develop integrated investment plans and update Investment Policy Statements
• Coordinate with external tax advisors for fully integrated financial strategy
• Represent the firm at industry events and produce thought leadership content

Skills

Investment expertise

Client relationship management

Public speaking

Education

CFA designation

IAR licensing

Job description

Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City.

The Opportunity

We are seeking a seasoned investment professional to join our New York team. This is a business development role and client service position in a deeply integrated advisor role. This is designed for someone who has outgrown environments where conflicts of interest, institutional incentives, or product shelf constraints have limited what they can do for the people they serve.

If you are technically sharp, intellectually curious, fluent in Spanish and genuinely motivated by the belief that exceptional families deserve exceptional advice this role was designed for you. You will join a stable, long-tenured team that takes collaboration seriously and measures success by the clarity, confidence, and progress of the families we serve. The right candidate will find here something rare in this industry, which is a firm whose interests are structurally aligned with its clients', a team that holds itself to genuine standards, and a professional home designed for the long term.

Character and Culture

A deeply collaborative nature, and a genuine belief that the best outcomes are always collective ones

• Intellectual curiosity with a need to understand not just what a client wants, but why, and what they haven't yet thought to ask
• Purposeful and authentic in client relationships; comfortable with candor, not prone to telling people what they want to hear
• Tenacious in follow-through, humble in approach, and someone who takes the work seriously without taking themselves too seriously
• A natural inclination toward stewardship over salesmanship

Experience and Expertise

• 15+ years of relevant investment experience, ideally with a significant focus on ultra-high net worth and affluent family clients
• A broad and working knowledge across asset classes, including private and alternative investments
• Strong command of integrated financial planning, and sold understanding how investment, tax, estate, and family governance decisions intersect
• Demonstrated ability to translate complex investment topics into clear, engaging, and actionable guidance for sophisticated (and non-specialist) family members alike
• Existing credibility and comfort as a public-facing professional, be it on panels, webinars, writing, or thought leadership

Qualifications

• Relevant qualifications as an Investment Advising Representative (IAR)
• CFA designation and/or relevant licensing required
• Priority given to candidates with direct experience advising family offices, ultra-high net worth individuals, and multi-generational families
• Bilingual/Spanish strongly preferred

Primary Responsibilities

• Client Relationships: Own each client family's complete experience with the firm, not just their portfolio, but their confidence, clarity, and peace of mind
• Identify and advance client priorities beyond investments: multi-generational planning, family governance, philanthropy, family office structure, and operating business considerations
• Lead client meetings and ensure all deliverables are not only accurate and timely, but genuinely illuminating
• Translate complex investment and financial topics into insights that empower families to make better decisions, not just accept recommendations
• Serve as a trusted thought partner on matters both inside and outside the firm's formal purview, as needs arise

Business Development

• Participate in business development efforts to bring the firm's value proposition to prospective UHNW families
• Represent the firm at industry events, panels, and webinars, thereby contributing to the brand as a credible, independent voice in the wealth advisory space
• Produce and contribute to thought leadership content that addresses the evolving needs of affluent families and reflects the firm's distinctive point of view

Strategic Investment Planning

• Develop integrated investment plans anchored in each client family's unique goals, values, and circumstances
• Lead the development and ongoing updating of clients' Investment Policy Statements
• Review new client families' existing investments for alignment with their objectives and our investment principles
• Partner closely with clients' external tax advisors to ensure a fully integrated financial strategy
• Stay attuned to the changes in clients' lives that may warrant adjustments to their plans - sometimes before clients recognize those changes themselves

Investment Allocations

• Provide non-discretionary clients with recommendations that are clear, actionable, and appropriately contextualized
• Manage discretionary client capital in accordance with clients' IPSs and the firm's investment principles
• Coordinate with tax advisors on asset placement strategy
• Attend Investment Committee meetings and remain actively engaged in the firm's investment activities
• Ensure seamless investment execution in partnership with practice group members, client service, and operations

Reporting and Monitoring

• Provide ongoing information, analysis, and education to client families on their investments
• Oversee the timely delivery and accuracy of investment reporting
• Manage the design and delivery of custom portfolio analyses
• Liaise with the investment and operations teams to address client questions with care and precision

Base Salary $200,000-$350,000 Final determination of salary will be based on an evaluation of experience, education, budget, etc.