Wealth Management Advisor

Manhattan West; United States; Hybrid; USD 120,000 - 300,000; Full time

Job summary

A leading investment firm is seeking a Wealth Management Advisor to join their Private Wealth team. This role involves managing client relationships and providing expert financial planning advice, while contributing to the firm's growth through new business development. Candidates should have a strong client-centric focus and proven leadership skills.

Benefits

Medical, vision and dental insurance

Stock market holidays

Paid time off (PTO)

Qualifications

• Minimum 5-7 years experience in wealth advisory services.
• Demonstrated ability to develop and manage client relationships.

Responsibilities

• Develop and manage new client relationships.
• Act as primary point of contact for clients.
• Engage in business development and networking opportunities.

Skills

Client-centric focus

Leadership

Entrepreneurial personality

Education

Bachelor’s Degree

Job description

This range is provided by Manhattan West. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $300,000.00/yr

Direct message the job poster from Manhattan West

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Management Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.

The Wealth Management Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm.

About this Position:

• Full-time, Exempt
• Position can be on-site or remote
• Reports to the CEO

Responsibilities:

• Develop and manage new client relationships, including managing ongoing client communications
• Act as the primary point of contact to existing and newly onboarded clients
• Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm
• Implementation of financial plans including coordination of estate planning, business management, and tax strategies
• Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives
• Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies
• Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards
• Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor

Skills:

• This role requires a highly motivated, driven and entrepreneurial personality
• Proven ability to actively pitch and onboard prospective clients
• Client-centric focus and attitude
• A team player with strong leadership skills
• Ability to succeed in a small but fast-growing entrepreneurial company

Requirements:

• Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities
• Bachelor’s Degree is required
• Must be legally authorized to work in the United States
• Successful completion of background check and pre-employment assessments
• Ability to complete the essential functions of the job with or without reasonable accommodation

Preferences:

• Certified Financial Planner designation is preferred but not required

Compensation:

• This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation.

Featured Benefits:

• Medical, vision and dental insurance
• Stock market holidays + Paid time off (PTO)
• Other fringe benefits as are made available to other similarly situated employees

Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business and Strategy/Planning

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