Senior Wealth Advisor & Growth Architect

Titan; New York (NY); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

Equity packages

Vibrant in-person culture

Job summary

A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7 years of relevant experience, excellent communication skills, and be fluent in data-driven insights. Competitive compensation between $125K - $200K is offered, reflecting the commitment to quality advisory services.

Qualifications

• 7‑8+ years of experience in Wealth Advisory, Asset Management, or similar client-facing roles.
• Exceptional written and communication skills with attention to detail.
• Familiarity with investment management principles and asset allocation.

Responsibilities

• Manage a portfolio of high-net-worth clients and drive growth.
• Deliver tailored financial insights and portfolio strategies.
• Conduct client meetings and presentations to build trust.

Job description

A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7 years of relevant experience, excellent communication skills, and be fluent in data-driven insights. Competitive compensation between $125K - $200K is offered, reflecting the commitment to quality advisory services.