Senior Financial Advisor

Position: Senior Financial Advisor

Location: New York City, NY

Work Arrangement: Hybrid (2 days in-office, 3 days remote)

Employment Type: Full-Time

Position Overview

The ideal candidate is an experienced financial professional with a strong background in comprehensive financial planning and wealth management. This individual will serve as the primary advisor to high-net-worth individuals and families, building long-term relationships and providing objective, client-focused financial advice.

Company is a fee-only fiduciary firm focused on providing comprehensive financial guidance without commissions or product sales.

Key Responsibilities

• Serve as the primary financial advisor for high-net-worth individuals and families.
• Build and maintain long-term client relationships.
• Develop comprehensive financial plans covering retirement, investments, taxes, estate planning, insurance, and wealth transfer.
• Provide guidance on major financial decisions and life transitions.
• Evaluate clients' financial needs and recommend suitable wealth management strategies.
• Collaborate with investment and financial planning teams to implement customized solutions.
• Explain complex financial matters in a clear and practical manner.
• Proactively identify opportunities to improve clients' financial outcomes.
• Help clients navigate market changes and maintain long-term financial goals.
• Mentor junior advisors and contribute to the firm's continued growth.

Required Qualifications

• 10+ years of experience as a Lead Financial Advisor.
• Proven ability to independently manage client relationships.
• Strong knowledge of comprehensive financial planning and wealth management.
• Excellent communication and relationship-building skills.
• Bachelor's degree from an accredited institution.
• CFP® certification required.
• Commitment to providing objective, client-first financial advice.

Preferred Qualifications

• Experience working with a fee-only RIA or fiduciary advisory firm.
• Experience advising high-net-worth or ultra-high-net-worth clients.
• Knowledge of tax-efficient investment strategies and estate planning.
• Experience mentoring junior financial advisors.

Benefits and Work Environment

• Fee-only fiduciary business model with no commissions or product sales.
• Established client base with complex financial planning needs.
• Collaborative team environment with investment and planning support.
• Opportunity to work with multigenerational high-net-worth families.
• Professional development and leadership opportunities.
• Hybrid work schedule: 2 days in the office and 3 days remote.
• Long-term career growth within an independent wealth management firm.