Senior Wealth Advisor
$250,000–$250,000 year
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull Time$250,000–$250,000 yearSenior LevelLicense Or CertificationSmall
Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Small
Job Summary
Senior Wealth Advisor role in Midtown Manhattan focused on high-touch client relationships, comprehensive financial planning, and asset management within an ensemble practice; requires CFP and 10+ years wealth-management experience with at least 5+ years as a lead advisor. Not a sales role; emphasis on collaboration, teamwork, and professional growth within a boutique wealth advisory firm.
Required Qualifications
- CFP required
- 10+ years wealth management experience
- 5+ years lead advisor experience
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