Senior Wealth Advisor
New Day Executive Search
Financial Advisor
This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - helping the advisor to grow, while developing deeper relationships with clients.
Qualifications & Experience
- 5+ years of experience in investment advisory or wealth management
- Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)
- Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
- Strong client-facing presence with the ability to manage complex financial relationships independently
- Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models
- Ability to thrive in a fast-paced, high-growth environment with evolving priorities
Responsibilities
- Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships
- Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities
- Deliver holistic financial planning
- Support training initiatives and help scale best practices across the advisory organization
Compensation & Benefits
- Highly competitive compensation structure
- Performance-based payout up to 57% of Gross Dealer Concession (GDC)
- Initial fixed payouts for a guaranteed term are based on multiple factors
- Additional compensation and bonus opportunities may be available
- Office space in branch location
- CFP certification support
JOB ID: 177899 #post
Trish Boyd
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in New York, NY vacancy
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing... ...opportunities Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters...SeniorFull timeLocal area
TWM Executive Search
New York, NY4 days ago - ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families... ...resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra high...SeniorFull time
The Forum Group
New York, NY3 days ago - ...About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future. About the Role...Senior
Prudential Financial
New York, NY2 days ago $350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private...SeniorAvior Executive Search, Inc
New York, NY4 days ago$170.5k - $284.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... ...Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation...SeniorTemporary workWork experience placementLocal areaM&T Bank Corporation
New York, NY23 hours ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
Beacon Pointe Advisors
New York, NY3 days ago - ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
Professions
New York, NY2 days ago - ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...Senior
Mariner
New York, NY2 days ago - ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing... ...opportunities Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters...SeniorLocal area
TWM Executive Search
New York, NY18 hours ago $10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active...SeniorWork at officeImmediate starturgent recruiting
New York, NY4 days ago$170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite Positionlocations: New York, NYtime type: Full timeposted on: Posted Todayjob... ...necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment...SeniorWork experience placementWork at officeM&T Bank Corporation
New York, NY1 day ago$100k - $300k
...weaver.com. Position Profile Weaver Capital Advisors, LLC is seeking talented professionals to join our growing... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will...SeniorBase plus commissionFlexible hoursWeaver
New York, NY3 days ago$70k
Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes...SeniorFull time- Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful...Senior
- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...Senior
- A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning...SeniorRemote job
- A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance...Senior
$150k - $200k
...Description Bring your expertise to a new asset class: as a Senior Financial/Investment Advisor at Masterworks, you'll advise high-net-worth investors... ...RIA with a team of advisors primarily from traditional wealth management backgrounds. Senior Advisors are expected to...SeniorMasterworks
New York, NY22 days ago- ...Talent Acquisition Partner for the Private Wealth Management team in the United States. The... ...on identifying and attracting Wealth Advisor talent across the country, acting as a researcher... ...career ambassador. You will partner with senior leaders to anticipate needs, develop...Senior
- ...Job Description About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future....Senior
Prudential Financial
New York, NY23 days ago - Addepar seeks a Senior Product Manager to lead the Advisor experience for Registered Investment Advisors, owning surface areas, features, and capabilities for wealth managers across web and mobile. You will analyze early user feedback and adoption metrics to establish a...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth. This role leverages investments, wealth planning, credit and banking to serve current clients and attract new assets within a local...SeniorLocal area
- JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth in the U.S. Private Bank. You will leverage investments, planning, credit and banking expertise to advise current clients and grow assets, working...Senior
- Testing Site - JPMC is seeking an experienced Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. You will leverage investments, planning and credit to serve clients and grow assets through trusted relationships. The...Senior
$70k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business... ...management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...SeniorFull timeWork at office- JPMorgan Chase & Co. in New York seeks a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will use your knowledge of investments, financial planning, credit and banking to guide clients on balance sheet strategy...SeniorLocal area
- ...Exciting opportunity to join a leading renewable energy company as a Senior Associate, M&A. Seeking candidates with 3–6 years of experience and a strong project finance background. This role offers exposure to financial modeling, strategic transactions, and significant...SeniorFull time
Spencer Ogden
New York, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- financial counselor New York, NY
- private wealth advisor New York, NY
- senior wealth advisor New York, NY
- financial advisor internship New York, NY
- junior oracle financial functional consultant New York, NY
- entry level financial advisor New York, NY
- associate corporate finance New York, NY
- financial advisor associate New York, NY
- financial advisor part time New York, NY
- financial consultant New York, NY