Senior Wealth Advisor - ESG

Senior Wealth Advisor

Midtown Manhattan

Boutique Wealth Advisory Firm

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

Firm Overview

Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.

Not a sales role; no portable book of business required

• Forward thinking culture dedicated to challenging the status quo
• Strong culture of teamwork, work life balance and personal and professional growth
• Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
• Opportunity to make an impact through high touch relationship management xhyhwjd and financial planning expertise
• $250,000+ compensation package

Requirements

• CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience

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