Senior Financial Advisor

Senior Financial Advisor

Established and respected fee-only RIA

New York City, Hybrid (2 days in office / 3 days remote)

An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.

What You’ll Do

• Lead deep high-net-worth client relationships as trusted advisor/quarterback
• Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer
• Partner with investment and financial planning teams; no product sales or asset-gathering quotas

What’s Offered

• $150,000–$175,000 base, plus $15,000–$25,000 target bonus
• 2 days in office / 3 days remote
• Fully paid individual medical, 401(k) match, parental leave, long-term growth

What You Bring

• Bachelor's Degree
• 7+ years wealth management/financial planning experience
• Experience independently leading client relationships
• CFP strongly preferred; collaborative, client-first mindset