CFP Wealth Advisor

About the role

A boutique, planning-focused wealth management firm on Long Island is seeking an experienced Wealth Advisor to join its advisory team. This is a strong opportunity for a relationship-driven CFP advisor who enjoys working closely with established clients, leading planning conversations, and delivering a highly personalized client experience.

Responsibilities

• Serve as lead advisor for approximately 80–100 established client relationships
• Build trusted, long-term relationships with affluent and high-net-worth clients
• Lead client review meetings, planning conversations, and ongoing advisory discussions
• Provide financial planning, retirement planning, investment, and wealth management guidance
• Cook up with internal and external specialists on estate, trust, and tax planning needs
• Manage qualified referral-based prospective client opportunities
• Partner with the advisory and client service teams to deliver a high-touch client experience
• Identify opportunities to deepen existing relationships and expand planning engagement

Requirements

• 7+ years of experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, Financial Consultant, or similar client-facing advisory professional
• “CFP” — “Certified Financial Planner” required
• Experience serving affluent, high-net-worth, or private wealth clients
• Strong financial planning, client relationship management, and presentation skills
• Polished, personable, professional, and comfortable working with families across generations
• Comfortable working onsite 5 days per week in Hauppauge, NY
• Existing client relationships are welcomed but not required
• Deep trust, estate, or tax planning expertise is helpful but not required, as specialist support is available

Why This Opportunity

• Inherit an established group of client relationships
• Limited cold business development compared to traditional advisor roles
• Steady qualified lead flow through referrals and organic growth
• Boutique RIA-style environment focused on long-term client relationships
• Opportunity to work closely with senior advisory leadership
• Strong base compensation with incentive opportunity