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