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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