Senior Financial Advisor | Top 100 Wealth Management Firm

Strategic Employment Partners (SEP); New York (NY); On-site; USD 150,000 - 190,000; Full time

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

A highly regarded, planning-centric wealth management firm serving high-net-worth individuals and families is seeking a Senior Financial Advisor. Ranked among Barron's Top 100 wealth management firms, the organization has earned a reputation for delivering sophisticated financial planning and white-glove client service.

This opportunity is particularly attractive for advisors who are passionate about client relationships and financial planning but have little interest in sales quotas, prospecting, or building a personal book. Advisors are supported by dedicated planning and investment professionals, allowing them to focus on what they do best: advising clients and delivering exceptional outcomes.

Ideal Profile

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

Location

• Manhattan, NY
• Required in office 2 days per week (advisor selects days)

Travel

• Limited client-facing travel
• Occasional travel outside NYC based on client needs