Advisory Manager
$100,000–$145,000 year
Hybrid · New York City, New York, United States or Atlanta, Georgia, United States
Job Summary
Advisory Manager leading a team of financial planning associates to deliver high-quality support to advisors; oversee performance, coaching, and adherence to firm compliance and planning standards; conduct regular one-on-one coaching, performance reviews, and career development discussions; collaborate with HR and Planning Associate Team Leader to support promotions; stay current on financial planning tools and methodologies; occasional travel and cross-office collaboration; partial remote work supported; requires a Bachelor's degree and CFP or CFA certification with 5-8 years of wealth-management experience.
Required Qualifications
- Bachelor’s Degree
- CFP or CFA certification
- Minimum of 5-8 years of experience in a wealth management-related or financial services field
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