UHNW Wealth Advisor - Tech-Driven Concierge Service

Cardata; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Unlimited PTO

Job summary

Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory.

The ideal candidate will have over 7 years of experience in wealth management and a deep understanding of complex wealth strategies. Competitive compensation and comprehensive benefits package offered.

Qualifications

• 7+ years in wealth management with experience serving HNW/UHNW clients.
• Deep expertise in complex wealth strategies including tax law and trust structures.
• Exceptional ability to communicate complex financial concepts.

Responsibilities

• Serve as the primary advisor for UHNW clients assessing their financial needs.
• Advise on estate planning, tax strategies, and philanthropic giving.
• Coordinate concierge services like bill pay and real estate management.

Skills

Wealth management

Tax optimization

Estate planning

Client communication

Investment strategies

Education

CFP Certification

Series 65 or equivalent

Tools

Wealth management platforms

Job description

Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory.

The ideal candidate will have over 7 years of experience in wealth management and a deep understanding of complex wealth strategies. Competitive compensation and comprehensive benefits package offered.