About this opportunity
SimpleCiti lists this Senior Wealth Advisor - UHNW Focus, Private Markets opportunity in garden city south, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
SimpleWEALTH in Garden City, NY seeks an experienced wealth advisor to serve as the lead fiduciary for high-net-worth clients. You will develop deep client relationships, build comprehensive wealth plans, and coordinate across tax, estate, and lending specialists to deliver integrated strategies.
You will work to expand the client base, leverage affiliated resources, and maintain strict regulatory compliance while guiding clients through liquidity events and complex planning scenarios.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.