Wealth Advisor (Upstate New York)
$85,000–$145,000 year
Hybrid · New York City, New York, United States
Job Summary
Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Primary responsibilities include serving as the trusted advisor to a book of 150-250 Wealth Path clients, onboarding or transitioning 10-50 new clients annually to grow the book to about 250 clients, supporting Regional VP/Managing Directors as a subject-matter expert in investments, tax, pension, estate, insurance, and general financial planning, and delivering financial planning modules to clients. The role requires presenting investment, finance, insurance, and tax planning concepts; maintaining strong client service, retention, and referral activity; coordinating client communications; and traveling up to 50% for client meetings and trainings. Proficiency with MS Office and Salesforce, plus experience with financial planning software, are preferred. Must be a humble, entrepreneurial, team-oriented professional with strong communication skills, capable of managing multiple priorities in a professional office environment; a Bachelor’s degree is required with CFP designation preferred and additional certifications considered. The position is posted with a hybrid work arrangement in New York, NY, USA, and offers a base salary range of $85,000–$145,000 plus potential bonuses and a comprehensive benefits package.
Required Qualifications
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
- Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
- Experience: Five to twenty-five years of job-related experience
- MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
- Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role
- Base Pay Range $85,000—$145,000 USD
- Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership
- Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
- Onboarding/transitioning 10-50 new clients a year
- Supporting the team's Regional Vice Presidents and Managing Directors as SME in areas of investments, tax, pension, estate, insurance, and general financial planning
- Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
- Managing client communications and follow-up with clients’ other advisors
- Attending company workshops or lectures and speak to groups of potential clients when called upon
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