Wealth Advisor

Wealth Advisor A boutique, high-touch wealth management firm on Long Island is seeking an experienced Wealth Advisor to join its growing advisory team. This is a strong opportunity for a relationship-driven advisor who enjoys working closely with established clients, leading planning conversations, and delivering a highly personalized client experience. This role will step into existing client relationships as part of a thoughtful succession and growth plan. The firm also has a steady flow of qualified prospective clients through referrals and organic growth, so the position is not heavily focused on cold business development. Melville, NY — $150K–$170K Base + Incentive + Benefits What You’ll Be Doing Serve as lead advisor for ~90established client relationships Build trusted, long-term relationships with affluent and high-net-worth clients Lead client review meetings, planning conversations, and ongoing advisory discussions Provide financial planning, retirement planning, investment, and wealth management guidance Coordinate with internal and external specialists on estate, trust, and tax planning needs Manage qualified referral-based prospective client opportunities Partner closely with the advisory and client service teams to deliver a white-glove experience Identify opportunities to deepen existing client relationships and expand planning engagement Requirements 7+ years of experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, or similar client-facing advisory professional “CFP” — “Certified Financial Planner” required Experience serving affluent or high-net-worth client relationships Strong client relationship management, communication, and presentation skills Polished, personable, professional, and comfortable working with families across generations Comfortable working onsite 5 days per week in Hauppauge, NY Existing client relationships are welcomed but not required Deep trust, estate, or tax planning expertise is helpful but not required, as specialist support is available Why This Opportunity Inherit an established group of client relationships Limited cold business development compared to traditional advisor roles Strong qualified lead flow through referrals and organic growth Boutique RIA-style environment focused on long-term client relationships Opportunity to work closely with senior advisory leadership Strong base compensation with incentive opportunity

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