Supporting Financial Advisor

Our client is seeking a Supporting Financial Advisor to join a wealth management firm in Midtown Manhattan. This individual will work closely with senior advisors to support client relationships, assist with financial planning, and manage day-to-day client needs. This role offers opportunities for continued growth and advancement.Key ResponsibilitiesSupport senior advisors in managing client relationships and financial planning.Participate in client meetings, including preparation and follow-up.Assist with financial planning casework and client recommendations.Manage client relationships from onboarding through ongoing service.Collaborate with team members to address client needs.Take on additional responsibilities and potentially grow into a lead advisor role.Qualifications5+ years of experience in wealth management or financial services.Active Series 7 and Series 63 licenses required.CFP certification or progress toward obtaining the designation preferred.Previous advisory experience preferred, but not required.Strong communication, organizational, and client relationship management skills.Team-oriented, receptive to feedback, and interested in long-term growth.Ability to work five days per week in-office in Midtown Manhattan.