Senior Wealth Advisor - Equity in Growth Firm

Gaynor Staffing; New York (NY); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

401(k) Plan

Health Savings Account

Medical Insurance

Vision Insurance

Job summary

An established industry player is seeking a dynamic Senior Wealth Advisor to join their growing team. This role offers a unique opportunity to work with high-net-worth clients, providing tailored financial planning and investment advice. The firm values its advisors, offering equity participation and a supportive culture focused on client-first service. Ideal candidates will have a strong background in financial advisory, excellent communication skills, and a proactive approach to client management. Join a firm recognized as a Best Place to Work and contribute to a collaborative environment where your expertise will be valued and rewarded.

Qualifications

• 8+ years in financial advisory with a focus on high-net-worth clients.
• CFP designation preferred and strong client management skills required.

Responsibilities

• Serve as Primary Advisor for existing client relationships and investment analysis.
• Conduct quarterly client meetings to review investment results and adjust objectives.

Skills

Financial Planning

Wealth Management

Client Relationship Management

Investment Analysis

Tax Planning

Charitable Planning

Estate Planning

Communication Skills

Proactive Approach

Education

Bachelor's Degree

CFP Designation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

eMoney

Black Diamond

Salesforce

Job description

An established industry player is seeking a dynamic Senior Wealth Advisor to join their growing team. This role offers a unique opportunity to work with high-net-worth clients, providing tailored financial planning and investment advice. The firm values its advisors, offering equity participation and a supportive culture focused on client-first service. Ideal candidates will have a strong background in financial advisory, excellent communication skills, and a proactive approach to client management. Join a firm recognized as a Best Place to Work and contribute to a collaborative environment where your expertise will be valued and rewarded.