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Experienced Wealth Management Advisor
2 months ago
Wealth Management Advisor
Location: New York, NY (Hybrid)
Compensation: $140k-170k with potential earnings up to $200K based on experience
Right Executive Search, LLC is representing a distinguished Registered Investment Advisor (RIA) firm known for its excellence in wealth management. We are seeking a seasoned Wealth Management Advisor to join our dynamic team in New York. This role involves crafting and executing comprehensive financial strategies while collaborating with both internal and external partners.
Key Responsibilities:
The Wealth Management Advisor will be responsible for managing a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, working closely with our internal investment professionals. Key duties include:
- Client Relationship Management: Serve as the primary contact for a select group of clients, fostering meaningful discussions and ensuring enduring relationships.
- Financial Strategy Development: Create detailed and holistic financial strategies tailored to clients' unique goals, including:
- Identifying clients' objectives
- Tax Optimization
- Asset Management
- Insurance and Risk Assessment
- Retirement and Educational Planning
- Cash Flow Analysis
- Estate and Succession Planning
- Investment Strategy
- Exceptional Client Service: Deliver personalized, consultative service that consistently exceeds client expectations.
- Presentation Preparation: Develop customized materials for client meetings.
- Team Collaboration: Participate in company initiatives and projects as needed.
- Travel: Occasional travel may be required.
Qualifications:
- Minimum of 7 years of experience in comprehensive financial planning, with a proven track record of working with HNW and UHNW clients.
- Must hold the CFP designation.
- Experience in client-facing roles, including presentations and meetings.
- Preferred experience in managing generational wealth and preservation strategies.
- Bachelor's degree in finance or a related field.
- Strong financial acumen and analytical skills.
- Excellent communication skills, with the ability to convey complex financial concepts in an understandable manner.
- Familiarity with financial planning software; experience with eMoney is advantageous.
- Proficient in Microsoft Office, particularly Excel.
- Detail-oriented and proactive, with strong organizational skills.
- A collaborative team player who can work effectively across various departments.
- Demonstrates the highest level of integrity and professionalism.
Keywords: Wealth management, financial planning, High Net Worth (HNW), eMoney, portfolio management, estate planning, generational wealth, CFP, retirement planning, tax optimization, risk assessment.
