Job Description

Midtown Manhattan

Boutique Wealth Advisory Firm

Firm Overview

Dynamic 600M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.

Not a sales role; no portable book of business required

• Forward thinking culture dedicated to challenging the status quo with new ideas
• Strong culture of teamwork, work life balance and personal and professional growth
• Deep commitment to socially responsible investing (ESG), integrated throughout the firm’s investment philosophy and client offerings

The Opportunity

• The Firm has a track record of retaining and developing talent; clear track towards partnership and equity
• Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
• Opportunity to make an impact through high touch relationship management and financial planning expertise
• $200,000+ compensation package

Requirements

• CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience