Wealth Advisor

Mariner; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Progressive opportunities for growth

Support for professional development

Work-life balance culture

Job summary

A financial services firm in New York is seeking an experienced Wealth Advisor to work with the wealth management team. The role involves creating comprehensive wealth plans, providing customized financial advice, and cultivating client relationships, particularly with high net worth individuals. Candidates should have a Bachelor's degree, at least 5 years of relevant experience, and possess Series 65, CFP, or CFA certifications. Strong interpersonal skills and mastery of financial planning software are essential for success in this role.

Qualifications

• 5+ years’ experience in a financial planning or related organization.
• Series 65, CFP or CFA certification required.
• Experience with high net worth or ultra-high net worth clients.

Responsibilities

• Provide comprehensive wealth management advice to clients.
• Prepare customized financial plans based on research.
• Cultivate and lead client relationships effectively.
• Work with team resources to execute client requests.
• Obtain new clients through strategic relationships.

Skills

Wealth management experience with fee-based consulting

Interpersonal skills

Time management skills

Detail-oriented

Communication skills

Client management

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information
• Active participant in obtaining new clients in partnership with strategic relationships and community networks
• Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications

• Bachelor’s degree required
• 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA required

Skills & Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Previous experience with high net worth or ultra-high net worth clients
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
• Highly effective interpersonal, relationship management and communication skills
• Demonstrated talent development experience, training new staff, mentoring interns, etc.
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities
• Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V