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Senior Financial Advisor

  • Senior Financial Advisor job type Posted on: Nov 04, 2026
  • Senior Financial Advisor experience level GemHarvest Executive Recruiting
  • Senior Financial Advisor employment type Manhattan, New York
  • Senior Financial Advisor employment type Remote
  • Senior Financial Advisor salary Full-time

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Job Title :

Senior Financial Advisor

Job Type :

Full-Time

Job Location :

Manhattan New York United States

Remote :

Yes

Jobcon Logo Job Description :

Senior Financial AdvisorEstablished and respected fee-only RIANew York City, Hybrid (2 days in office / 3 days remote)An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.What You’ll DoLead deep high-net-worth client relationships as trusted advisor/quarterbackDeliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transferPartner with investment and financial planning teams; no product sales or asset-gathering quotasWhat’s Offered$150,000–$200,000 base, plus $15,000–$25,000 target bonus2 days in office / 3 days remoteFully paid individual medical, 401(k) match, parental leave, long-term growthWhat You BringBachelor's Degree7-10+ years wealth management/financial planning experienceExperience independently leading client relationshipsCFP strongly preferred; collaborative, client-first mindset

Jobcon Logo Position Details

Posted:

Nov 04, 2026

Reference Number:

10440_4486094427

Employment:

Full-time

City:

Manhattan

Job Origin:

APPCAST_CPC

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Senior Financial AdvisorEstablished and respected fee-only RIANew York City, Hybrid (2 days in office / 3 days remote)An established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a collaborative fiduciary environment.What You’ll DoLead deep high-net-worth client relationships as trusted advisor/quarterbackDeliver comprehensive financial planning across retirement, investment strategy, tax, estate, risk, cash flow, and wealth transferPartner with investment and financial planning teams; no product sales or asset-gathering quotasWhat’s Offered$150,000–$200,000 base, plus $15,000–$25,000 target bonus2 days in office / 3 days remoteFully paid individual medical, 401(k) match, parental leave, long-term growthWhat You BringBachelor's Degree7-10+ years wealth management/financial planning experienceExperience independently leading client relationshipsCFP strongly preferred; collaborative, client-first mindset

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