UHNW Wealth Advisor (Tech-Driven, Concierge Services)

Farther; New York (NY); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

Unlimited PTO

401(k) matching & Roth IRA options

Job summary

A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates should possess over 7 years of wealth management experience, particularly in serving HNW/UHNW clients. Additionally, strong communication skills and a solid understanding of complex wealth strategies are essential. The position offers competitive compensation and excellent benefits.

Qualifications

• 7+ years in wealth management serving UHNW clients.
• Expertise in tax law, estate planning, and alternative investments.
• Ability to communicate complex financial concepts effectively.

Responsibilities

• Serve as the primary advisor for UHNW clients.
• Advise on estate planning and tax optimization strategies.
• Review client portfolios and recommend adjustments.

Skills

Wealth management experience

Communication of financial concepts

Tech-savvy mindset

Education

Series 65 or equivalent registration

CFP Certification or additional credentials (CFA, CPA, JD, ChFC)

Tools

Modern wealth management platforms

Job description

A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates should possess over 7 years of wealth management experience, particularly in serving HNW/UHNW clients. Additionally, strong communication skills and a solid understanding of complex wealth strategies are essential. The position offers competitive compensation and excellent benefits.