Senior Financial Advisor
$150k - $200kFull-time
GemHarvest Executive Recruiting
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–$200,000 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
- 7-10+ years wealth management/financial planning experience
- Experience independently leading client relationships
- CFP strongly preferred; collaborative, client-first mindset
Vacancy posted 2 days ago
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