Senior Financial Advisor

Job Title : Senior Financial Advisor

Location : New York City, NY

Job Type : Full-Time

Work Setting : Hybrid (2 days in-office, 3 days remote)

Salary: $165,000–$200,000 base salary, plus incentive compensation, based on experience.

We are seeking an experienced Senior Financial Advisor to manage high-net-worth client relationships and deliver comprehensive, fiduciary-based wealth management and financial planning services. The ideal candidate will have 10+ years of lead financial advisor experience, a CFP® certification, and a strong background in comprehensive financial planning.

Responsibilities :

• Serve as the primary advisor for high-net-worth individuals and families.
• Develop and manage long-term client relationships and financial strategies.
• Provide comprehensive retirement, investment, tax, estate, and legacy planning.
• Advise clients on risk management, insurance, executive compensation, and wealth transfer strategies.
• Collaborate with investment and financial planning specialists to implement customized solutions.
• Guide clients through market fluctuations and major financial decisions.
• Identify planning opportunities and deliver objective, client-focused recommendations.
• Mentor junior advisors and contribute to the firm's growth.

Requirements :

• 10+ years of experience in a lead financial advisor role.
• Demonstrated ability to independently manage client relationships.
• Strong expertise in comprehensive financial planning and wealth management.
• CFP® certification required.
• Bachelor's degree from an accredited institution required.
• Excellent communication and relationship management skills.
• Experience with high-net-worth or ultra-high-net-worth clients preferred.
• Experience with fee-only RIAs or fiduciary advisory firms preferred.
• Knowledge of tax-efficient wealth management and estate planning preferred. xhqgsiq

Benefits : Medical, dental, and vision insurance; life and disability insurance; 401(k) matching; paid parental leave; commuter benefits; and professional development support.

The following information aims to provide potential candidates with a better understanding of the requirements for this role.

#SeniorFinancialAdvisor #FinancialAdvisor #WealthManagement #FinancialPlanning #CFP #CertifiedFinancialPlanner #HighNetWorth #PrivateWealthManagement #InvestmentManagement #Fiduciary #RetirementPlanning #EstatePlanning #FinancialServices #RIA #NewYorkJobs #NYCJobs #FinanceJobs #Hiring #NowHiring #USJobs