Vice President, Wealth Advisor Greater New York City, NY Area
Reveal this information
Enter your email to continue
Welcome back!
We're having trouble finding your sign-in details. Please try again later.
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Shoot! There seems to be an error when submitting your resume to TopResume. If you continue experiencing issues submitting your resume please let us know.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
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
About the Company
Successful investment management & financial advisory firm
Industry
Investment Management
Type
Public Company (AB)
Age
employees
1001-5000
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
The listing you are looking for is no longer accepting applications.
Click here to view other opportunities.
Reveal this information
Enter your email to unlock hidden details
Welcome back!
We're having trouble finding your sign-in details. Please try again later.


