Senior Wealth Advisor: UHNW Planning & Client Partnerships
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
International Search Consultants
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A growing wealth management firm is seeking an experienced advisor based in New York. The role requires over 10 years of experience in direct client advisory within wealth management, with a focus on building relationships and simplifying complex financial strategies. Candidates should possess a Series 65 license and have strong communication and organizational skills. The position offers the opportunity to work with UHNW clients and contribute to a dynamic, collaborative culture.
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Position Requirements
10+ Years
work experience
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