Wealth Management Advisor Job at Howard-Sloan Search, New York, NY

M3ZwQkU4NWdMaTJoQnZvZytJVjZWb1JwaXc9PQ==
  • Howard-Sloan Search
  • New York, NY

Job Description

Wealth Advisor

Location: NYC or Hybrid

Overview:

We are seeking a motivated and experienced Wealth Advisor to join a high-performing, collaborative team dedicated to delivering exceptional client service. This is an exciting opportunity for an established advisor looking to grow within a supportive environment and explore a clear path toward future partnership within the practice.

Key Highlights:

  • Join a seasoned, high-achieving advisory team
  • Work in a collaborative, client-centered culture
  • Clear pathway to equity partnership for the right candidate
  • Access to premier industry platforms, research tools, and planning resources

Who You Are:

  • A licensed financial advisor (FINRA Series 7 & 66 or equivalent)
  • Possess a minimum of 3 years of experience in comprehensive wealth management
  • Committed to building long-term client relationships
  • Entrepreneurial with a collaborative, team-first mindset
  • Looking to grow within a firm that prioritizes integrity, client care, and advisor development

What You’ll Do:

  • Deliver holistic financial planning and investment solutions for high-net-worth clients
  • Collaborate with team members to create and implement strategic client plans
  • Strengthen and grow client relationships through proactive engagement
  • Contribute to the team’s long-term strategy and success

Why Join Us?

You’ll be part of a firm that combines strong brand recognition, a robust advisory platform, and a client-first culture. Advisors benefit from extensive support, comprehensive resources, and the autonomy to build their practice while being part of a respected and values-driven organization.

Job Tags

Similar Jobs

Wrist Aficionado

Shopify Web Developer (E-Commerce & UI/UX) - Luxury Marketplace Job at Wrist Aficionado

 ...Location: Remote or Hybrid (NYC Preferred) Compensation: $80K - $120K (Full-Time) | $50-$100/hr (Contract) Experience Level: Mid...  ...clientele. To achieve this, we are looking for a Shopify Web Developer who can combine front-end development, UI/UX design expertise,... 

Insight Global

Clinical Specialist Job at Insight Global

 ...Navigation Coordinate, schedule, and conduct VR events Represent Company Procedures during surgeries Provide hands-on and remote clinical support to customers Basic VR video creation and editing Educate and train clinicians and hospital personnel... 

The Edge Group

Nonprofit Chief Executive Officer Job at The Edge Group

 ...intellectual and developmental disabilities, has an opportunity available for a Chief Executive Officer. Reporting to the Board, this CEO is responsible for ensuring the mission and vision of the organization is realized, based on the goals set forth in the strategic... 

Alamo Pintado Equine Medical Center

Equine Veterinary Technician - ICU Job at Alamo Pintado Equine Medical Center

What were looking for... The Alamo Pintado Equine Veterinary Technician supports and works cohesively with a world-class team of veterinarians, technicians, client service representatives and administrative staff. Candidate should be a self-starter, excellent at multi...

Ultimate Staffing

Receptionist - Temporary Job at Ultimate Staffing

We are seeking a Temporary Receptionist to provide office support and front desk coverage at our client's New York City office from Monday, August 4 through Friday, August 22 . This is a great opportunity for someone with prior administrative or office coordination ...