Senior Wealth Advisor
On-site · New York City, New York, United States
Job Summary
As a Senior Wealth Advisor, you will manage and grow a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will be responsible for expanding client relationships, leading impactful conversations, and collaborating with various internal teams to provide a seamless investment experience. The ideal candidate should have substantial experience in wealth management, exceptional communication skills, and a strong grasp of investment principles. Proficiency in financial modeling and familiarity with regulatory requirements are also important.
Required Qualifications
- 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
- Exceptional written and communication skills along with acute attention to details
- Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning)
- Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
- Proficiency with basic financial modeling in Microsoft Excel
- Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required
Desired Qualifications
- Fluency with data to identify opportunities and measure progress
- Strong ability to work cross functionally and think creatively
- Comfortable with high volumes of client interactions
Additional Requirements
- Unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
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