Job Title: Senior Financial Advisor
Location: New York City, NY
Job Type: Full-Time
Work Setting: Hybrid (2 days in-office, 3 days remote)
Salary: $165,000–$200,000 base salary, plus incentive compensation, based on experience.
We are seeking an experienced Senior Financial Advisor to manage high-net-worth client relationships and deliver comprehensive, fiduciary-based wealth management and financial planning services. The ideal candidate will have 10+ years of lead financial advisor experience, a CFP® certification, and a strong background in comprehensive financial planning.
Responsibilities:
- Serve as the primary advisor for high-net-worth individuals and families.
- Develop and manage long-term client relationships and financial strategies.
- Provide comprehensive retirement, investment, tax, estate, and legacy planning.
- Advise clients on risk management, insurance, executive compensation, and wealth transfer strategies.
- Collaborate with investment and financial planning specialists to implement customized solutions.
- Guide clients through market fluctuations and major financial decisions.
- Identify planning opportunities and deliver objective, client-focused recommendations.
- Mentor junior advisors and contribute to the firm's growth.
Requirements:
- 10+ years of experience in a lead financial advisor role.
- Demonstrated ability to independently manage client relationships.
- Strong expertise in comprehensive financial planning and wealth management.
- CFP® certification required.
- Bachelor's degree from an accredited institution required.
- Excellent communication and relationship management skills.
- Experience with high-net-worth or ultra-high-net-worth clients preferred.
- Experience with fee-only RIAs or fiduciary advisory firms preferred.
- Knowledge of tax-efficient wealth management and estate planning preferred.
Benefits: Medical, dental, and vision insurance; life and disability insurance; 401(k) matching; paid parental leave; commuter benefits; and professional development support.
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Senior Financial Advisor in New York at FINITETEK INC
This position is listed as full time and able to be worked remotely. It was posted yesterday.