diamond consultants financial advisor recruiters consultantsNew York, NY
Financial Advisor
Financial Advisor
Financial Advisor
diamond consultants financial advisor recruiters consultantsNew York, NY
2 days ago
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.
What you'll bring:
5+ years of wealth management experience Strong financial planning background with HNW clientsCFP® preferred (or pursuing)Interest in technology, innovation, and AIEntrepreneurial mindset and excellent relationship management skills Ability to work full-time in New York City If you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago