A highly regarded, planning-centric wealth management firm serving high-net-worth individuals and families is seeking a Senior Financial Advisor. Ranked among Barron's Top 100 wealth management firms, the organization has earned a reputation for delivering sophisticated financial planning and white-glove client service.

This opportunity is particularly attractive for advisors who are passionate about client relationships and financial planning but have little interest in sales quotas, prospecting, or building a personal book. Advisors are supported by dedicated planning and investment professionals, allowing them to focus on what they do best: advising clients and delivering exceptional outcomes.

Ideal Profile

• CFP certification required
• 7-10+ years of experience in a primary relationship manager capacity
• Strong financial planning background
• Ability to manage up to 60 client relationships once fully onboarded
• Experience serving high-net-worth individuals
• Service-oriented mindset
• Relationship-focused rather than sales-focused
• Comfortable overseeing all client deliverables and service requests
• Experience using financial planning software such as:
• eMoney
• MoneyGuidePro
• Similar planning platforms

Location

• Manhattan, NY
• Hybrid schedule
• Required in office 2 days per week (advisor selects days)

Travel

• Limited client-facing travel
• Occasional travel outside NYC based on client needs