Senior Financial Advisor: High-Net-Worth Planning (Hybrid)

GemHarvest Executive Recruiting; New York (NY); Hybrid; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Hybrid work schedule (2 days in office

3 days remote

Medical insurance

401(k) match

Parental leave

Long-term growth

Zusammenfassung

[Unknown] NYC-based independent RIA seeks a Senior Financial Advisor to deliver sophisticated, planning-first guidance to high-net-worth clients in a fiduciary, collaborative environment.

You will lead client relationships, craft retirement, tax, estate, and wealth transfer plans, and work with investment teams without product sales quotas. A Bachelor’s degree is required; CFP preferred.

Qualifikationen

• 7+ years wealth management/financial planning experience.
• Bachelor's Degree required.
• CFP strongly preferred.
• Experience independently leading client relationships.

Aufgaben

• 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.

Kenntnisse

Client relationships

Financial planning

Wealth management

Collaboration

Ausbildung

Bachelor's Degree

CFP certification

Jobbeschreibung

[Unknown] NYC-based independent RIA seeks a Senior Financial Advisor to deliver sophisticated, planning-first guidance to high-net-worth clients in a fiduciary, collaborative environment.

You will lead client relationships, craft retirement, tax, estate, and wealth transfer plans, and work with investment teams without product sales quotas. A Bachelor’s degree is required; CFP preferred.