Senior Wealth Advisor | Lead Practice + Equity Path (Hybrid)

Next Level Recruiting, LLC; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation and incentives

401(k) match

Insurance benefits

Continuing education support

Job summary

A leading recruitment agency is seeking a Senior Wealth Advisor in New York. This role involves serving high-net-worth clients, delivering comprehensive planning, and leveraging marketing support for client acquisition. The ideal candidate has 8-10 years of experience and relevant certifications. This position offers a hybrid schedule and a defined partnership track.

Qualifications

• 8–10+ years of experience serving high-net-worth clients.
• Strong relationship management and planning expertise.
• Portable book not required, but easy transition to platform.

Responsibilities

• Serve as lead advisor for high-net-worth clients.
• Deliver comprehensive planning: retirement, tax, estate, investments.
• Collaborate with in-house specialists.

Skills

Relationship management

Planning expertise

Leadership mindset

Client acquisition

Education

CFP or equivalent licenses/certifications

CPA, CFA or other designations

Job description

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