Vice President, Wealth Advisor Greater New York City, NY Area
About the Role
Greater New York City, NY Area (On-site)(New York City, New York)
The Company is seeking a Wealth Advisor with a strong entrepreneurial spirit, intellectual curiosity, and a high emotional quotient to join their team. The successful candidate will be responsible for representing the company within the community, building and maintaining client relationships, and serving as a trusted financial confidante. This role requires a deep understanding of clients' values, lifestyle, and philanthropic goals, and the ability to connect them with the firm's extensive planning and investing expertise in a customized manner. The ideal candidate will have a background that allows them to work with a diverse range of client segments, and a proven track record of being a trusted advisor in both financial and life/business decisions. Applicants for the Wealth Advisor position at the company should have an existing network that can be cultivated and expanded, as well as a strong academic background and a passion for investing and working with people. The role demands a high level of trustworthiness, personal integrity, and the ability to interact comfortably with individuals of significant wealth. The company values individuals with a spirit of generosity, excellent interpersonal and communication skills, and a relentless drive for success. The Wealth Advisor will be part of a collaborative culture that is dedicated to providing exceptional, personalized service and is committed to the values of trustworthiness, innovation, teamwork, equity, community, and responsibility.
Functions:
- Finance
- Business Development
Est. Compensation
USD $150,613-$312,305 (total) per year
Estimated by Revelio Labs
About the Company
Successful investment management & financial advisory firm
Industry
Investment Management
Type
Public Company (AB)
Age
employees
1001-5000