Senior Wealth Advisor

Senior Wealth Advisor

Senior Wealth Advisor
3 Billion+ AUM Independent RIA
Published
March 7, 2022
Location
Midtown Manhattan, NY

Description

Overview
Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a
Senior Wealth Advisor to focus on comprehensive wealth management and client
retention.

  • Not a commissioned sales role
  • No portable book of business required
  • Advise high net worth and ultra-high net worth families (2-50mm net
    worth’s) through providing guidance on strategic asset allocation, estate, tax
    and financial planning, retirement planning, cash flow analysis and
    philanthropic advisory
  • Collaborative, forward thinking and planning driven culture with an
    impressive track record of growth, supported by a robust client service team
    and professional management
  • Long-term opportunity for ownership and equity
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