Senior Wealth Advisor for UHNW Families (NYC)

Launch Ventures; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Launch Ventures in New York seeks an experienced, client-facing VP Financial Advisor to manage an established ultra-high-net-worth client base and deliver comprehensive wealth management and estate planning guidance.

The role focuses on onboarding, cross-team coordination with tax, estate, and investment professionals, and driving client retention and organic growth, while representing the firm with poise and diplomacy in all client interactions.

Qualifications

• 5–10 years of client-facing advisory experience.
• Experience in Multi-Family Office/RIA/Wealth Mgmt.
• Strong interpersonal and executive presence.
• Ability to manage multi-generational client relationships.

Responsibilities

• Relationship management for ultra-high-net-worth clients.
• Lead onboarding with tax, estate, and investment teams.
• Drive client retention and organic growth.
• Collaborate on wealth planning strategies.
• Represent the firm with professionalism and diplomacy.

Skills

Wealth management

Relationship management

Client onboarding

Executive presence

Self-motivated

Job description

Launch Ventures in New York seeks an experienced, client-facing VP Financial Advisor to manage an established ultra-high-net-worth client base and deliver comprehensive wealth management and estate planning guidance.

The role focuses on onboarding, cross-team coordination with tax, estate, and investment professionals, and driving client retention and organic growth, while representing the firm with poise and diplomacy in all client interactions.