Senior Wealth Advisor | Uptown Manhattan
Core
Provide comprehensive financial and investment advice to affluent and high-net-worth clients, building new relationships and deepening existing ones through financial planning and investment solutions.
Role type
Senior Wealth Advisor (Financial Planning & Sales)
Builds
Client portfolios and bank/brokerage assets
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, financial planning, securities recommendations, regulatory compliance (KYC/AML), risk assessment, leadership/coaching
Preferred skills
Microsoft Office, financial planning software, investment strategies
Technologies
Firm investment solutions platform, financial planning software
Responsibilities
Build relationships with new clients to acquire assets; deepen relationships with existing clients; respond to referrals and recommend suitable offerings; make securities recommendations; manage client follow-up; ensure regulatory compliance; partner with branch team; assess risk and drive ethical business practices; coach and train new recruits
Seniority
Mid-Senior, hands-on IC with leadership responsibilities