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Experienced Financial Planning Consultant

2 months ago

New York, New York, United States Right Executive Search, LLC Full time

Senior Wealth Advisor

Wealth Management Services

Location: New York, NY (Hybrid Work Model)

Compensation: $140,000 - $170,000 / Potential total compensation up to $200,000 based on experience

Right Executive Search, LLC is representing a distinguished Registered Investment Advisor (RIA) and Wealth Management firm with a strong presence in major financial markets. The firm is seeking a dedicated and experienced Senior Wealth Advisor to provide comprehensive financial planning and collaborate with both internal teams and external partners.

Key Responsibilities of the Senior Wealth Advisor:

The Senior Wealth Advisor will manage a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, working closely with internal investment professionals. Key responsibilities include:

· Client Relationship Management: Serve as the primary contact for a select group of clients, fostering meaningful discussions and ensuring enduring relationships through exceptional service.

· Comprehensive Financial Planning: Develop and implement detailed financial strategies tailored to clients' specific goals, including:

- Identifying and defining client objectives

- Tax Optimization Strategies

- Balance Sheet Analysis

- Risk Assessment and Insurance Solutions

- Retirement, Education, and Special Needs Planning

- Cash Flow Management

- Estate and Succession Planning

- Investment Strategy Development

· Exceptional Client Service: Deliver personalized, consultative services that consistently exceed client expectations.

· Presentation Preparation: Create customized presentations and materials for client meetings.

· Collaboration: Participate in company initiatives and projects as required.

· Travel: Occasional travel may be necessary.

Qualifications for the Senior Wealth Advisor:

· Minimum of 7 years of experience in holistic financial planning, including estate, tax, and retirement planning, with a proven ability to engage with HNW and UHNW clients.

· Must possess the CFP designation.

· Experience in client-facing roles, including presentations and meetings.

· Extensive background in serving UHNW clients, particularly in generational wealth management.

· Bachelor’s degree in finance or a related field.

· Strong financial planning acumen and analytical skills.

· Excellent communication skills, with the ability to convey complex financial concepts clearly.

· Proficient in financial planning software; familiarity with eMoney is advantageous.

· Competent in Microsoft Office applications, particularly Excel.

· Detail-oriented, proactive, and able to work independently.

· Team-oriented with the ability to collaborate effectively across departments.

· Highly organized with strong prioritization skills.

· Demonstrates integrity, professionalism, and a polished demeanor.

Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, estate planning, generational wealth, Ultra High Net Worth (UHNW), CFP, retirement planning, tax strategies, risk management, insurance solutions, cash flow management.