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Senior Wealth Advisor
2 days ago
Midtown Manhattan
Boutique Wealth Advisory Firm
Firm Overview
Dynamic 600M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.
Not a sales role; no portable book of business required
- Forward thinking culture dedicated to challenging the status quo with new ideas
- Strong culture of teamwork, work life balance and personal and professional growth
- Deep commitment to socially responsible investing (ESG), integrated throughout the firm's investment philosophy and client offerings
The Opportunity
- The Firm has a track record of retaining and developing talent; clear track towards partnership and equity
- Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
- Opportunity to make an impact through high touch relationship management and financial planning expertise
- $200,000+ compensation package
Requirements
- CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience
