Financial Advisor NYC
The Role
- Manage end-to-end client relationships
- Deliver holistic financial planning across investments, tax, estate, and insurance
- Build and implement tailored portfolio strategies
- Utilise technology platforms to enhance efficiency and client experience
Key Requirements & Profile
- 2+ years' experience in wealth management or financial advisory
- CFP® or CFA® preferred
- FINRA Series 7 & 66 (or ability to obtain)
- Client-centric, relationship-focused, and comfortable with technology
Benefits
- Competitive base salary and performance-based incentives
- Equity participation
- Full healthcare, dental, and vision coverage
- Generous PTO
- Opportunity to join a fast-growing, technology-driven platform
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.