Senior Financial Advisor
$150,000–$200,000 year
On-siteNew Hyde Park, New York, United States
Job Summary
Lead high-net-worth clients as the primary advisor and trusted partner, overseeing comprehensive financial strategies spanning retirement, investment, tax, estate, risk management, and cash flow planning. Translate complex financial concepts into clear, actionable recommendations and partner with national investment resources to deliver customized portfolio strategies aligned with client goals. Serve as the quarterback across all aspects of clients' financial lives, guiding them through market events with clarity and confidence. This onsite role requires 10+ years of wealth management experience and a CFP® designation.
Required Qualifications
- Series 65
- Bachelor's degree from an accredited institution
Desired Qualifications
- 10+ years of wealth management or financial planning experience preferred
- CFP® designation strongly preferred (or actively pursuing)
- Experience leading client relationships independently
- Deep expertise in holistic financial planning
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