Senior Wealth Advisor - Equity Partner Track

Bennett Gaynor Sustainable Staffing; United States; On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan

Health Savings Account

Medical Insurance

Vision Insurance

Competitive Compensation

Job summary

An established industry player is seeking a dynamic Senior Wealth Advisor to join their growing team in the Long Island area. This role offers the unique opportunity to work with high-net-worth clients, providing tailored financial planning and investment advice. The ideal candidate will have a proven track record in managing substantial client relationships and will thrive in a collaborative environment. With a focus on client-first service, this firm is committed to fostering an authentic culture where advisors can participate in the firm’s growth. If you're ready to take your career to the next level and make a significant impact, this position is perfect for you.

Qualifications

• 8+ years in financial advisory with HNW clients, ideally with >$5MM in assets.
• CFP designation preferred, with strong financial planning skills.

Responsibilities

• Serve as Primary Advisor for client relationships and wealth management.
• Conduct quarterly meetings to review investment results and client goals.

Skills

Financial Planning

Wealth Management

Client Relationship Management

Investment Analysis

Communication Skills

Proficiency in Microsoft Office

eMoney Software

Black Diamond Software

Salesforce

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 in the Long Island area. This role offers the unique opportunity to work with high-net-worth clients, providing tailored financial planning and investment advice. The ideal candidate will have a proven track record in managing substantial client relationships and will thrive in a collaborative environment. With a focus on client-first service, this firm is committed to fostering an authentic culture where advisors can participate in the firm’s growth. If you're ready to take your career to the next level and make a significant impact, this position is perfect for you.