Senior Wealth Advisor - Hybrid, Fee-Only Fiduciary

FINITETEK INC; New York (NY); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule

Professional development opportunities

Job summary

FINITETEK INC. is seeking an experienced Lead Financial Advisor to serve as the primary advisor for high-net-worth individuals and families.

The role emphasizes fiduciary, fee-only guidance with a focus on building long-term client relationships and delivering comprehensive financial plans across retirement, investments, taxes, estate planning, and wealth transfer. The ideal candidate brings 10+ years in senior advisory roles, strong communication skills, and a commitment to objective,

Qualifications

• 10+ years of experience as a lead financial advisor.
• Proven ability to independently manage client relationships.
• Strong knowledge of comprehensive financial planning and wealth management.
• Excellent communication and relationship-building skills.
• Bachelor's degree from an accredited institution.
• Commitment to providing objective, client-first financial advice.

Responsibilities

• Serve as the primary advisor for high-net-worth individuals and families.
• Build and maintain long-term client relationships.
• Develop comprehensive financial plans covering retirement, investments, taxes, estate planning, insurance, and wealth transfer.
• Provide guidance on major financial decisions and life transitions.
• Collaborate with investment and planning teams to implement customized solutions.
• Mentor junior advisors and contribute to firm growth.

Skills

Lead Financial Advisor

Client relationship management

Wealth management

Comprehensive financial planning

Education

Bachelor's degree in Finance, Economics, or related field

CFP designation (preferred)

Job description

FINITETEK INC. is seeking an experienced Lead Financial Advisor to serve as the primary advisor for high-net-worth individuals and families.

The role emphasizes fiduciary, fee-only guidance with a focus on building long-term client relationships and delivering comprehensive financial plans across retirement, investments, taxes, estate planning, and wealth transfer. The ideal candidate brings 10+ years in senior advisory roles, strong communication skills, and a commitment to objective,