Senior Financial Advisor
GemHarvest Executive Recruiting
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 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 #J-18808-Ljbffr
Vacancy posted 4 days ago
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