Financial Advisor
diamond consultants financial advisor recruiters consultantsNew York, NY
Financial Advisor
L5
diamond consultants financial advisor recruiters consultantsNew York, NY2 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. 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 to work full-time in New York City If 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
2 days ago
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