Senior Financial Advisor & Client Relationship Leader

Longwave Financial, LLC; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least 5 years of advisory experience and ideally have or be pursuing a CFP designation. A hybrid work schedule is offered, requiring some client travel. Join a motivated team that values work/life balance and shared interests in personal growth.

Qualifications

• At least 5 years of hands-on advisor experience.
• Experience leading meetings and making investment recommendations.
• If fully licensed, clean U4.

Responsibilities

• Handle financial planning and investment management.
• Initiate outreach and resolve client inquiries.
• Nurture and enhance client relationships.

Skills

Team-oriented

Strong technology abilities

Intellectual curiosity

Education

CFP or in process of obtaining designation

Job description

A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least 5 years of advisory experience and ideally have or be pursuing a CFP designation. A hybrid work schedule is offered, requiring some client travel. Join a motivated team that values work/life balance and shared interests in personal growth.