Senior Wealth Advisor: High-Net-Worth & Fintech
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Urgent Recruiting
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: New York
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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Position Requirements
10+ Years
work experience
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