Senior Wealth Advisor - Shape the Future of Wealth Management through Fintech Innovation
Employer
Harrison Gray Search & Consulting
Salary
$150k-$180k (estimated pay)
Location
New York, NY
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting Senior Wealth Advisor opportunity with a tech-focused wealth management firm. Shape the future of wealth management through fintech and innovative strategies.
Qualifications
- 10+ years in investment advisory
- Certified Investment Adviser Representative
Responsibilities
- Manage high-net-worth client relationships and portfolios
- Develop new client relationships
- Collaborate with Product Development and M&A teams
Education
Bachelor’s degree in finance or related field preferred
Working Hours
Flexible
Benefits
- Top-tier medical, dental, and vision plans
- Unlimited PTO and company holidays
- Competitive compensation with revenue participation and equity
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