Senior Financial Advisor
$150k - $175kGemHarvest Executive Recruiting
Job Description
Senior Financial Advisor
\nEstablished and respected fee-only RIA
\nNew York City, Hybrid (2 days in office / 3 days remote)
\n \nAn 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.
\n \nWhat You’ll Do
\n- \n
- Lead deep high-net-worth client relationships as trusted advisor/quarterback \n
- Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer \n
- Partner with investment and financial planning teams; no product sales or asset-gathering quotas \n
What’s Offered
\n- \n
- $150,000–$175,000 base, plus $15,000–$25,000 target bonus \n
- 2 days in office / 3 days remote \n
- Fully paid individual medical, 401(k) match, parental leave, long-term growth \n
What You Bring
\n- \n
- Bachelor's Degree \n
- 7+ years wealth management/financial planning experience \n
- Experience independently leading client relationships \n
- CFP strongly preferred; collaborative, client-first mindset \n
Vacancy posted 5 days ago
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