Financial Advisor

4 weeks ago


New York, New York, United States Lenox Advisors Full time
Job Overview

Lenox Advisors is a premier wealth and insurance advisory firm seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will work directly with high-net-worth individuals and families to help them navigate their financial future.

Our ideal candidate is a strong relationship-builder who takes a client-first approach. They are a proven networker and marketer, dedicated to providing financial solutions through fact gathering and needs analysis.

We offer a well-defined career path that integrates education with mentorship and teaming opportunities. Our culture of innovation and flexibility allows you to design the life you want, backed by the security of a large, established company.

Key Responsibilities:

  • Establish networks and cultivate referrals
  • Develop and maintain long-term relationships with clients
  • Provide financial solutions through fact gathering and needs analysis
  • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

What We Offer:

  • A caring, creative, and passionate family of professionals
  • Transparency, honesty, and clarity as the fundamental ingredients of partnership
  • A culture of innovation that embraces growth and change
  • Flexibility to design the life you want


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