Job Description
Join a premier wealth management firm in the heart of Manhattan as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth client portfolios while driving our mission of financial empowerment. This direct hire role offers uncapped earning potential and comprehensive support for career growth.
Our ideal candidate thrives in a collaborative environment, leveraging cutting-edge technology and expert resources to deliver personalized financial strategies. Enjoy a competitive base salary with performance-based incentives, plus benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (HNWIs)
- Manage investment portfolios exceeding $50M in AUM
- Drive new client acquisition through strategic networking
- Conduct regular portfolio reviews and performance analysis
- Comply with FINRA regulations and SEC guidelines
- Mentor junior advisors and contribute to team growth
- Utilize CRM systems to track client relationships
Qualifications
- Series 7 and Series 66/65 licenses required
- 5+ years of financial advisory experience
- Proven track record managing HNW portfolios
- Bachelor's degree in Finance, Economics, or related field
- CFA or CFP designation preferred
- Exceptional communication and presentation skills
- Strong network of potential client referrals
- Ability to thrive in fast-paced, target-driven environment