About this opportunity
GemHarvest Executive Recruiting lists this Senior Financial Advisor (Manhattan) opportunity in manhattan, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Financial Advisor
Established and respected fee-only RIA
New York City, Hybrid (2 days in office / 3 days remote)
An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.
What You’ll Do
Lead deep high-net-worth client relationships as trusted advisor/quarterback
Deliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transfer
Partner with investment and financial planning teams; no product sales or asset-gathering quotas
What’s Offered
$150,000–$200,000 base, plus $15,000–$25,000 target bonus
2 days in office / 3 days remote
Fully paid individual medical, 401(k) match, parental leave, long-term growth
What You Bring
Bachelor's Degree
7-10+ years wealth management/financial planning experience
Experience independently leading client relationships
CFP strongly preferred; collaborative, client-first mindset
Worksite address
manhattan, NY, 60442, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.