Financial Planning Representative.
gemharvest executive recruitingManhattan, KS
Financial Planning Representative.
gemharvest executive recruitingManhattan, KSSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Senior Financial Advisor
Established and respected fee-only RIA
New York City, Hybrid (2 days in office / 3 days remote)
An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.
Lead deep high-net-worth client relationships as trusted advisor/quarterback
Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer
Partner with investment and financial planning teams; no product sales or asset-gathering quotas
150,000–$175,000 base, plus $15,000–$25,000 target bonus
2 days in office / 3 days remote
Fully paid individual medical, 401(k) match, parental leave, long-term growth
Bachelor's Degree
7+ years wealth management/financial planning experience
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Level
Senior L5
Location
Manhattan, KS
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday