Wealth Advisor - Remote Eligible, High-Touch Planning

NerdWallet, Inc; New York (NY); On-site; USD 100,000 - 220,000; Full time

Benefits offered by this job

401(k) company match

Flexible vacation policy

Comprehensive health coverage

Job summary

A financial services firm in New York seeks a Wealth Advisor to develop and manage long-term client relationships. The role involves delivering personalized financial planning and investment management while contributing to firm growth initiatives. Candidates should have at least 5 years of experience in financial services and a relevant degree, with a focus on fiduciary obligations. The company offers competitive compensation, generous time off, and a flexible work environment post-performance evaluation.

Qualifications

• Minimum of 5 years of financial services experience, preferably in wealth management.
• Ability to manage multiple client relationships independently.
• Strong knowledge of investment allocation and fiduciary responsibilities.

Responsibilities

• Develop and close new client relationships with a focus on long-term advisory.
• Monitor and rebalance portfolios per clients' individual plans.
• Maintain client engagement through regular touchpoints and reviews.

Skills

Client Relationship Management

Financial Planning

Communication Skills

Organizational Skills

Education

CFP®, CFA®, CPA or advanced financial designation

Tools

Google Workspace

Job description

A financial services firm in New York seeks a Wealth Advisor to develop and manage long-term client relationships. The role involves delivering personalized financial planning and investment management while contributing to firm growth initiatives. Candidates should have at least 5 years of experience in financial services and a relevant degree, with a focus on fiduciary obligations. The company offers competitive compensation, generous time off, and a flexible work environment post-performance evaluation.