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SimpleCiti Companies

Lead UHNW Wealth Advisor & Fiduciary

garden city south, NY

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About this opportunity

SimpleCiti Companies lists this Lead UHNW Wealth Advisor & Fiduciary opportunity in garden city south, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

SimpleCiti Companies in Garden City, NY seeks an experienced Wealth Advisor to serve high-net-worth clients. You will lead fiduciary advising, develop business relationships, and build comprehensive wealth plans.

This role offers the chance to build a family office advisory platform early and leverage internal resources for growth.

The ideal candidate has at least 5 years of experience and holds a relevant professional designation.

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Who can apply

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