Senior Wealth Advisor: High-Net-Worth & Fintech Growth

Urgent Recruiting; New York (NY); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Access to best in class medical, dental, and vision plans

Unlimited PTO + paid company holidays

Competitive total compensation package

Lunch, dinner, and snacks provided in the office

Access to 24/7 telemedicine services

Job summary

A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance advisor technology platforms. Ideal candidates will have over 10 years of investment advisory experience, a solid client book, and be excited about thriving in a fast-paced environment. The position offers competitive compensation and generous benefits including unlimited PTO and health plans.

Qualifications

• 10+ years of investment advisory experience.
• An existing client book of business that you actively advise today.
• Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
• Experience working with clients whose assets are in excess of $1 million.

Responsibilities

• Develop new client relationships and support Business Development efforts.
• Gather client data and define their financial planning needs.
• Advise on investment strategy, retirement planning, and estate planning.
• Design and implement long-term investment strategies.

Skills

Investment advisory experience

Client relationship management

Analytical thinking

Organizational skills

Communication skills

Education

BS or MS in an analytical or technical degree

Tools

Financial planning software

Job description

A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance advisor technology platforms. Ideal candidates will have over 10 years of investment advisory experience, a solid client book, and be excited about thriving in a fast-paced environment. The position offers competitive compensation and generous benefits including unlimited PTO and health plans.