Senior Financial Advisor
Established and respected fee-only RIA
New York City, Hybrid (2 days in office / 3 days remote)
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.
What You’ll Do
- Lead deep high-net-worth client relationships as trusted advisor/quarterback
- Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer
- Partner with investment and financial planning teams; no product sales or asset-gathering quotas
What’s Offered
- $150,000–$200,000 base, plus $15,000–$25,000 target bonus
- 2 days in office / 3 days remote
- Fully paid individual medical, 401(k) match, parental leave, long-term growth
What You Bring
- Bachelor's Degree
- 7-10+ years wealth management/financial planning experience
- Experience independently leading client relationships
- CFP strongly preferred; collaborative, client-first mindset
Senior Financial Advisor in new york at Unknown Company
This position is listed as full time and able to be worked remotely.