A nationally recognized wealth management platform is seeking a Wealth Management Advisor to join an established advisory team. This individual will be responsible for managing and growing a book of affluent and high-net-worth client relationships while delivering comprehensive financial planning and investment guidance.
Key Responsibilities
- Serve as the primary advisor for an existing book of affluent and high-net-worth clients
- Develop tailored financial planning, retirement, investment, and wealth management strategies
- Build and strengthen client relationships through ongoing advice and proactive engagement
- Identify opportunities to expand client relationships and grow the practice
- Collaborate with internal specialists to deliver holistic wealth management solutions
- Provide guidance through complex financial and life-planning decisions
Qualifications
- 5+ years of wealth management, financial planning, or advisory experience
- Experience managing client relationships and supporting business development efforts
- Strong understanding of investment products, financial planning, and retirement strategies
- FINRA Series 7 and Series 63 licenses; Series 65 or 66 required (or ability to obtain)
- Excellent communication and relationship-building skills
- Entrepreneurial mindset with a strong client-first approach
Preferred Qualifications
- CFP, CFA, or progress toward a professional financial planning designation
- Life & Health Insurance License
- Experience working with affluent, high-net-worth, and ultra-high-net-worth clients
- Demonstrated ability to deliver holistic planning advice across investments, retirement, estate, and wealth transfer strategies
- Track record of building long-term client relationships and growing assets under management
Wealth Management Advisor in new york at Unknown Company
This position is listed as full time and onsite.