Senior Wealth Advisor Ghent

Quaestor; Town of Ghent (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking an experienced senior wealth advisor to join their dynamic team. In this impactful role, you will have the opportunity to work closely with high net worth clients, providing tailored wealth management strategies that align with their unique financial and personal aspirations. Your expertise in managing complex wealth structures will be key to building long-lasting relationships and ensuring client satisfaction. This role offers the freedom to leverage your skills in a collaborative environment, making a significant impact on the lives of influential families. If you are passionate about wealth management and thrive in a close-knit team, this opportunity is perfect for you.

Qualifications

• 10+ years of wealth management experience with high net worth clients.
• Ability to build long-term relationships and customized wealth plans.

Responsibilities

• Advise high profile clients on their financial and personal goals.
• Build and maintain trusting relationships with influential families.

Skills

Wealth Management

Client Relationship Management

Business Acumen

Entrepreneurial Mindset

Education

Bachelor's Degree in Finance or Related Field

Certifications in Wealth Management

Job description

You will be responsible for advising a select group of high profile clients, focusing on their financial and personal goals. You offer customized wealth plans, taking into account each client's specific needs and desires. Your experience and expertise in managing complex wealth structures enable you to build long-term and trusting relationships.

Your profile

Are you an experienced senior wealth advisor with 10+ years of wealth management experience? Do you possess keen business acumen combined with an entrepreneurial mindset and the ability to build and maintain lasting relationships with high net worth families and individuals? Then we are looking for you!

Our offer

An impactful role where you will work with a team of experts and build strong client relationships. You will have the freedom to use your expertise and develop personal relationships. Work in a dynamic and close-knit team of professionals and manage an exclusive portfolio of influential families.

Something for you? Then contact us for a confidential exploratory interview. Your discretion will of course be guaranteed.