Senior Financial Advisor
Lead Advisor · New York, New York, United States
FULL TIMEpermanent
Job Description
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in New York City.
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
The RoleWe are seeking an experienced wealth management professional to join our team as a Director. In this role, you will lead key client relationships, manage strategic aspects of our advisory practice, and serve as a bridge between clients and our investment and operations teams. This position is ideal for individuals with a proven track record of managing sophisticated client portfolios.
Responsibilities include, but are not limited to:• Manage and lead key client relationships by providing comprehensive investment guidance, portfolio analysis, trade execution, and account maintenance• Conduct regular client meetings to provide comprehensive investment guidance, performance reviews, and strategic recommendations• Develop and implement customized financial strategies and investment plans tailored to client objectives• Identify client needs, anticipate market opportunities, and proactively communicate portfolio recommendations• Participate in client meetings to provide investment guidance, occasionally meeting with clients independently• Serve as a primary point of contact for client servicing needs• Research and resolve client inquiries, manage followup communication, and conduct quarterly performance reviews
Qualifications• 7 – 10+ years of wealth management or investment advisory experience• Exceptional organizational skills and meticulous attention to detail• Excellent written and verbal communication abilities• Critical thinking skills with the ability to anticipate client needs• Comprehensive knowledge of advisory xzbcwsv operations (account management, custodial platforms, proposal generation)• Proven relationship-building and interpersonal skills with clients, colleagues, and external partners• Comfortable working in a fastpaced environment• Experience with Wealthbox CRM is a plus• Strong investment knowledge with exposure to alternative assets• Experience with Fidelity Investments or Schwab Institutional custodial platform is a plus• Experience with Addepar is a plus• CFP, CAIA, CFA designation is a plus• Series 65 or equivalent is required• Bachelor’s degree required
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
The RoleWe are seeking an experienced wealth management professional to join our team as a Director. In this role, you will lead key client relationships, manage strategic aspects of our advisory practice, and serve as a bridge between clients and our investment and operations teams. This position is ideal for individuals with a proven track record of managing sophisticated client portfolios.
Responsibilities include, but are not limited to:• Manage and lead key client relationships by providing comprehensive investment guidance, portfolio analysis, trade execution, and account maintenance• Conduct regular client meetings to provide comprehensive investment guidance, performance reviews, and strategic recommendations• Develop and implement customized financial strategies and investment plans tailored to client objectives• Identify client needs, anticipate market opportunities, and proactively communicate portfolio recommendations• Participate in client meetings to provide investment guidance, occasionally meeting with clients independently• Serve as a primary point of contact for client servicing needs• Research and resolve client inquiries, manage followup communication, and conduct quarterly performance reviews
Qualifications• 7 – 10+ years of wealth management or investment advisory experience• Exceptional organizational skills and meticulous attention to detail• Excellent written and verbal communication abilities• Critical thinking skills with the ability to anticipate client needs• Comprehensive knowledge of advisory xzbcwsv operations (account management, custodial platforms, proposal generation)• Proven relationship-building and interpersonal skills with clients, colleagues, and external partners• Comfortable working in a fastpaced environment• Experience with Wealthbox CRM is a plus• Strong investment knowledge with exposure to alternative assets• Experience with Fidelity Investments or Schwab Institutional custodial platform is a plus• Experience with Addepar is a plus• CFP, CAIA, CFA designation is a plus• Series 65 or equivalent is required• Bachelor’s degree required