Wealth Management Advisor Position Available In New York, New York
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Job Description
Wealth Advisor Location:
NYC or Hybrid Overview:
We are seeking a motivated and experienced Wealth Advisor to join a high-performing, collaborative team dedicated to delivering exceptional client service. This is an exciting opportunity for an established advisor looking to grow within a supportive environment and explore a clear path toward future partnership within the practice.
Key Highlights:
Join a seasoned, high-achieving advisory team Work in a collaborative, client-centered culture Clear pathway to equity partnership for the right candidate Access to premier industry platforms, research tools, and planning resources
Who You Are:
A licensed financial advisor (FINRA Series 7 & 66 or equivalent) Possess a minimum of 3 years of experience in comprehensive wealth management Committed to building long-term client relationships Entrepreneurial with a collaborative, team-first mindset Looking to grow within a firm that prioritizes integrity, client care, and advisor development
What You’ll Do:
Deliver holistic financial planning and investment solutions for high-net-worth clients Collaborate with team members to create and implement strategic client plans Strengthen and grow client relationships through proactive engagement Contribute to the team’s long-term strategy and success Why Join Us? You’ll be part of a firm that combines strong brand recognition, a robust advisory platform, and a client-first culture. Advisors benefit from extensive support, comprehensive resources, and the autonomy to build their practice while being part of a respected and values-driven organization.
