Wealth Management Advisor Job at Howard-Sloan Search, New York, NY

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  • Howard-Sloan Search
  • New York, NY

Job Description

Wealth Advisor

Location: NYC or Hybrid

Overview:

We are seeking a motivated and experienced Wealth Advisor to join a high-performing, collaborative team dedicated to delivering exceptional client service. This is an exciting opportunity for an established advisor looking to grow within a supportive environment and explore a clear path toward future partnership within the practice.

Key Highlights:

  • Join a seasoned, high-achieving advisory team
  • Work in a collaborative, client-centered culture
  • Clear pathway to equity partnership for the right candidate
  • Access to premier industry platforms, research tools, and planning resources

Who You Are:

  • A licensed financial advisor (FINRA Series 7 & 66 or equivalent)
  • Possess a minimum of 3 years of experience in comprehensive wealth management
  • Committed to building long-term client relationships
  • Entrepreneurial with a collaborative, team-first mindset
  • Looking to grow within a firm that prioritizes integrity, client care, and advisor development

What You’ll Do:

  • Deliver holistic financial planning and investment solutions for high-net-worth clients
  • Collaborate with team members to create and implement strategic client plans
  • Strengthen and grow client relationships through proactive engagement
  • Contribute to the team’s long-term strategy and success

Why Join Us?

You’ll be part of a firm that combines strong brand recognition, a robust advisory platform, and a client-first culture. Advisors benefit from extensive support, comprehensive resources, and the autonomy to build their practice while being part of a respected and values-driven organization.

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