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Job description
A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance advisor technology platforms. Ideal candidates will have over 10 years of investment advisory experience, a solid client book, and be excited about thriving in a fast-paced environment. The position offers competitive compensation and generous benefits including unlimited PTO and health plans.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.