Financial Advisor (New York City Metropolitan Area)
Full-time
Diamond Consultants - Financial Advisor Recruiters and Consultants
We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office.
This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.
What you'll bring:
- 5+ years of wealth management experience
- Strong financial planning background with HNW clients
- CFP® preferred (or pursuing)
- Interest in technology, innovation, and AI
- Entrepreneurial mindset and excellent relationship management skills
- Ability to work full-time in New York City
If you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.
Vacancy posted 2 hours ago
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