Senior Financial Advisor
Jobtailor
Lead Deep Client Relationships Serve as the lead advisor and trusted partner for high-net-worth clients and families Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance Act as the “quarterback” across all aspects of clients’ financial lives Deliver Sophisticated Financial Planning Develop and oversee comprehensive financial strategies spanning: Retirement planning, Investment strategy, Tax planning, Estate and legacy planning, Risk management, Cash flow and wealth transfer strategies Translate complex financial concepts into clear, actionable recommendations that clients can confidently implement. Provide Investment Guidance Partner with CAPTRUST’s national investment resources to deliver customized portfolio strategies aligned with client goals and firm philosophy Guide clients through market events and evolving financial circumstances with clarity and confidence Requirements 10+ years of wealth management or financial planning experience preferred CFP® designation strongly preferred (or actively pursuing) Series 65 Experience leading client relationships independently Deep expertise in holistic financial planning Bachelor’s degree from an accredited institution Core Competencies Demonstrates extensive expertise in holistic financial planning, including retirement planning, investment strategy, tax planning, and risk management. Proven ability to build deep client relationships and deliver clear, actionable financial guidance tailored to high-net-worth clients. Highest-signal resume keywords CFP® Designation Series 65 Wealth Management Experience Holistic Financial Planning Client Relationship Management ATS Optimization Keywords Hard Skills Retirement Planning Investment Strategy Tax Planning Estate Planning Risk Management Cash Flow Management Wealth Transfer Strategies Financial Strategy Development Portfolio Strategy Customization Market Event Guidance Soft Skills Trust Building Responsiveness Thoughtful Guidance Clear Communication Client Advocacy Certifications & Qualifications CFP® Series 65 Industry Keywords High-Net-Worth Clients Financial Planning Wealth Management Investment Guidance Client Relationships #J-18808-Ljbffr Jobtailor
$175k - $225k
Overview WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized...SeniorTemporary workFlexible hours- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...SeniorFull timeRemote work
Baldwin Risk Partners
Baldwin, NY3 days ago $350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset...SeniorAvior Executive Search, Inc
Jericho, NY1 day ago$100k
...Senior Financial Analyst We're looking for a Senior Financial Analyst to support the FP&A team in delivering budgeting, forecasting, and reporting for our regional business segments. You'll work hands-on with financial models and regional data, helping build the analysis...SeniorTemporary workLocal areaFlexible hours3 days per weekParts Authority
New Hyde Park, NY5 days ago$80k - $90k
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Jericho, NY3 days ago$80k - $90k
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Jericho, NY1 day ago- ...Bank is seeking a Commercial Credit Analyst to complete thorough financial analyses of borrowers, including complex structures and large... ...contribute to asset quality maintenance while collaborating with senior staff on special projects and training junior analysts. #J-1880...Senior
NBT Bank
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Uniondale, NY1 day ago $200k - $260k
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Port Washington, NY4 days ago $41.6 - $47 per hour
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Queens Village, NY1 day ago$70k - $80k
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Uniondale, NY1 day ago$32.5 - $36 per hour
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Fresh Meadows, NY1 day ago - ...Senior Tax Reviewer Wagner, Ferber, Fine & Ackerman / WFFA Advisors ("WFFA") provides exemplary professional services to our diverse clientele. Our partners, accountants... ...clients peace of mind while serving as their financial counselors, business advisors, and trusted...SeniorWork at officeLocal area
WFFA Advisors, LLC
Floral Park, Nassau County, NY1 day ago $110k - $130k
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Manhasset, NY3 days ago$120k - $160k
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Great Neck, NY1 day ago$28.85 - $33.65 per hour
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Woodbury, NY1 day ago$110k - $130k
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Manhasset, NY3 days ago - ...manner consistent with department policies and procedures. Job Responsibility Interfaces with physicians and administrators to ensure financial growth and stability; apprises physicians of new and revised procedures. Monitors accuracy of fee structure and reimbursement...SeniorHourly payWork at office
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New Hyde Park, NY2 days ago $61k - $119k
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Forest Hills, NY5 days ago $45k - $100k
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Mineola, NY3 days ago- ...Obtains patient insurance authorization required for services; Documents authorization approvals and denials in computer systems; may financially screen patients, evaluating and assessing all self-pay patients pre-registered or inpatient/outpatient, to establish method of...SeniorHourly payRemote workWeekend work
FlexStaff Careers
New Hyde Park, NY1 day ago
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