Financial Advisor
confidentialNew York, NY
Financial Advisor
L5
confidentialNew York, NY3 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesWe're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.
What you'll bring:
- 5+ years of wealth management experience
- Strong financial planning background with HNW clientsCFP® preferred (or pursuing)
- Interest in technology, innovation, and AIEntrepreneurial mindset and excellent relationship management skills
Ability xhqgsiq to work full-time in New York CityIf you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.
Apply now
Level
SeniorL5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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