Senior Financial Advisor

Job Description

Job Title : Senior Financial Advisor

Location : New York City, NY

Job Type : Full-Time

Work Setting : Hybrid (2 days in-office, 3 days remote)

Salary: $165,000–$200,000 base salary, plus incentive compensation, based on experience.

We are seeking an experienced Senior Financial Advisor to manage high-net-worth client relationships and deliver comprehensive, fiduciary-based wealth management and financial planning services. The ideal candidate will have 10+ years of lead financial advisor experience, a CFP® certification, and a strong background in comprehensive financial planning.

Responsibilities :

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• Serve as the primary advisor for high-net-worth individuals and families.
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• Develop and manage long-term client relationships and financial strategies.
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• Provide comprehensive retirement, investment, tax, estate, and legacy planning.
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• Advise clients on risk management, insurance, executive compensation, and wealth transfer strategies.
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• Collaborate with investment and financial planning specialists to implement customized solutions.
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• Guide clients through market fluctuations and major financial decisions.
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• Identify planning opportunities and deliver objective, client-focused recommendations.
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• Mentor junior advisors and contribute to the firm's growth.
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Requirements :

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• 10+ years of experience in a lead financial advisor role.
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• Demonstrated ability to independently manage client relationships.
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• Strong expertise in comprehensive financial planning and wealth management.
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• CFP® certification required.
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• Bachelor's degree from an accredited institution required.
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• Excellent communication and relationship management skills.
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• Experience with high-net-worth or ultra-high-net-worth clients preferred.
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• Experience with fee-only RIAs or fiduciary advisory firms preferred.
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• Knowledge of tax-efficient wealth management and estate planning preferred.
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Benefits : Medical, dental, and vision insurance; life and disability insurance; 401(k) matching; paid parental leave; commuter benefits; and professional development support.

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