Senior Wealth Advisor - New York - Professions

    Professions
    Professions New York

    6 days ago

    Description

    Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered for our client, you must have 9+ years experience as a Financial Advisor and at least $25M in portable, fee-based AUM.

    Senior Wealth Advisor Opportunity

    The Role:

    You will own client relationships and help accelerate growth. You will play a lead role in expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to improve how the platform supports advisors and clients.

    Key Responsibilities:
    • Drive new client acquisition and contribute directly to business development efforts.
    • Collect and synthesize client information to clarify goals, priorities, constraints, and preferences.
    • Deliver comprehensive, advice led planning across investment strategy, tax aware planning, retirement, estate considerations, equity compensation, charitable strategies, and risk/insurance planning.
    • Diagnose planning gaps and risks, translate complex concepts into clear recommendations, and produce actionable financial plans.
    • Build, implement, and continuously monitor long-term investment strategy, including asset allocation and portfolio oversight.
    • Coordinate with third party specialists across tax, trust and estate, and insurance, ensuring clients leverage the right expertise at the right time.
    • Provide feedback to internal product and technology stakeholders to improve workflows and eliminate friction points in client service delivery.
    • Support inorganic growth initiatives by assisting with advisor outreach, evaluation, and integration conversations as needed.
    Candidate Profile

    Required Qualifications:

    • 9 + years of investment advisory experience.
    • A portable book of business ($25M in AUM) that you actively advise today.
    • Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 and 66, or equivalent).
    • Demonstrated interest in ownership, accountability, and building long-term enterprise value.
    • Strong orientation toward a technology forward advisory model and the ability to operate effectively in a fintech environment.
    • Ability to perform in a high-velocity, deadline-driven setting while managing multiple priorities simultaneously.

    Preferred Qualifications:

    • Prior experience in a technology company or technology enabled advisory platform.
    • BS or MS in an analytical or technical discipline.
    • Experience advising high-net-worth households, including clients with $1M+ in investable assets.
    • Deep expertise in at least one key planning domain (e.g., tax strategy, equity compensation, estate planning, retirement distribution planning).
    • Familiarity with modern financial planning software and planning led client workflows.
    • Strong executive presence, critical thinking, and communication skills, with a proactive approach and clear ownership mentality.

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