SVP Wealth Advisor — Growth & Client Impact

Titan; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive cash compensation

Well-above-market equity packages

Strong in-person team culture

Job summary

A leading wealth management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage with clients to enhance their investment outcomes while collaborating closely with internal teams. Candidates should have extensive experience in Wealth Advisory or similar roles, strong communication skills, and relevant certifications. Competitive compensation and a vibrant culture await.

Qualifications

• 7-8+ years of experience in Wealth Advisory, Asset Management, or Investment Banking.
• Exceptional written and communication skills.
• Ability to handle assorted client questions including asset allocation recommendations.
• Strong ability to work cross-functionally and think creatively.

Responsibilities

• Manage a portfolio of high-net-worth clients and deepen relationships.
• Deliver tailored solutions and portfolio strategies to clients.
• Identify growth opportunities within existing client relationships.
• Collaborate with internal teams for seamless delivery of advice.

Skills

Wealth Advisory

Communication skills

Client relations

Investment management

Cross-functional collaboration

Education

7-8+ years of experience in relevant fields

Series 7, 63 and 65 (or Series 7 and 66)

Tools

Microsoft Excel

Job description

A leading wealth management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage with clients to enhance their investment outcomes while collaborating closely with internal teams. Candidates should have extensive experience in Wealth Advisory or similar roles, strong communication skills, and relevant certifications. Competitive compensation and a vibrant culture await.