Senior Wealth Advisor: High-Net-Worth & Fintech Growth
urgent recruitingNew York, NY
Senior Wealth Advisor: High-Net-Worth & Fintech Growth
urgent recruitingNew York, NYSenior L5
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance advisor technology platforms. Ideal candidates will have over 10 years of investment advisory experience, a solid client book, and be excited about thriving in a fast-paced environment. The position offers competitive compensation and generous benefits including unlimited PTO and health plans.
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Level
Senior L5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago