Wealth Advisor

Location: New York, NY; on-site full-time role

Salary: $189,290–$331,200 USD annually, plus a discretionary bonus that may include equity.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.

What you will do

• Develop comprehensive personal and financial wealth profiles for clients and their families, including wealth-related life goals.
• Design and implement wealth plans covering wealth management, wealth transfer, tax efficiency, philanthropy, fiduciary practice, and asset preservation.
• Collaborate with portfolio managers, regional wealth advisors, trust advisors, bankers, professional advisors, and other internal partners.
• Monitor and periodically update client wealth plans and support the introduction of additional products and services.
• Cultivate professional advisor relationships through conferences and professional networks.
• Mentor Associate Wealth Advisors and Wealth Advisors while providing technical leadership on complex, cross-functional activities.

Requirements

• 5–7 years of wealth planning experience with high- or ultra-high-net-worth individuals and families.
• Extensive knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products, and related disciplines.
• Strong technical, analytical, interpersonal, and consultative skills.
• Ability to operate independently, conduct preliminary analysis, and interact directly with committees and management.
• Advanced education or professional designations such as CFP, JD, MBA, or similar qualifications are desired.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership and opportunities for internal movement.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional voluntary and well-being benefits.
• Commitment to an inclusive workplace, community engagement, and reasonable accommodations during the employment process.