Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work directly with high-net-worth clients, providing comprehensive financial guidance while playing an active role in expanding the firm’s client base. The ideal candidate combines strong planning and relationship management skills with a demonstrated ability to generate new business and develop lasting relationships.
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
Responsibilities
- Manage and deepen relationships with high-net-worth clients, serving as a trusted resource for their financial needs.
- Lead client meetings and provide ongoing advice as financial circumstances and objectives change.
- Develop strategies across retirement, investments, tax considerations, estate planning, insurance, and risk management.
- Partner with internal team members to coordinate planning and deliver a high level of client service.
- Actively generate new business by identifying prospects, building referral networks, and developing relationships.
- Manage prospective clients throughout the business development process, from initial outreach and discovery through conversion and onboarding.
- Help expand the firm’s presence in the market and contribute to broader growth initiatives.
Qualifications
- 3+ years of experience in wealth management, financial planning, or investment advisory.
- Strong business development experience is essential, with demonstrated success sourcing and converting new client relationships.
- Experience independently leading client meetings and managing high-net-worth relationships.
- Entrepreneurial and growth-oriented mindset with the ability to develop business while maintaining a high standard of client service.
- Strong interpersonal, communication, and presentation skills.
- Bachelor’s degree in Finance, Economics, Business, or a related field preferred; CFP, CFA, or other relevant credentials a plus. xhqgsiq
- Experience with financial planning, CRM, and portfolio management platforms.
Wealth Advisor in new york at Unknown Company
This position is listed as full time and onsite.