Senior Financial Advisor - Private Wealth Planning (NYC)

Strategic Employment Partners (SEP)

New York (NY)

On-site

USD 150,000 - 190,000

Full time

11 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Strategic Employment Partners (SEP) is seeking a Senior Financial Advisor focused on planning-driven, white-glove client service for high-net-worth individuals and families. The advisor will work in Manhattan, NY with in-office days and limited travel, avoiding sales quotas and prospecting obligations.

The ideal candidate holds CFP certification, has 7–10+ years as a primary relationship manager, and is comfortable overseeing all client deliverables while collaborating with planning

Qualifications

CFP certification required.
7+ to 10+ years in a primary relationship manager role.
Ability to manage up to 60 client relationships once onboarded.
Experience serving high-net-worth individuals.
Service-oriented mindset and relationship-focused rather than sales-driven.
Comfortable overseeing all client deliverables and service requests.
Experience using financial planning software such as eMoney and MoneyGuidePro.

Responsibilities

Provide comprehensive financial planning and advisory services to high-net-worth clients.
Maintain and deepen client relationships through proactive planning and service excellence.
Coordinate with planning and investment professionals to deliver on client objectives.

Skills

Relationship management

Financial planning

Client service

Education

CFP certification

Tools

eMoney

MoneyGuidePro

Planning platforms

Job description

The ideal candidate holds CFP certification, has 7–10+ years as a primary relationship manager, and is comfortable overseeing all client deliverables while collaborating with planning

Get your free, confidential resume review.

or drag and drop your file here.