Wealth Advisor
About the role
A boutique, high-touch wealth management firm on Long Island is seeking an experienced Wealth Advisor to join its growing advisory team. This is a strong opportunity for a relationship-driven advisor who enjoys working closely with established clients, leading planning conversations, and delivering a highly personalized client experience.
Responsibilities
- Serve as lead advisor for ~90 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 coordination with internal and external specialists on estate, trust, and tax planning needs
- Manage qualified referral-based prospective client opportunities
- Partner closely with the advisory and client service teams to deliver a white-glove experience
- Identify opportunities to deepen existing client relationships and expand planning engagement
Requirements
- 7+ years of experience as a Wealth Advisor, Financial Advisor, Private Wealth Advisor, or similar client-facing advisory professional
- “CFP” — “Certified Financial Planner” required
- Experience serving affluent or high-net-worth client relationships
- Strong client relationship management, communication, and presentation skills
- Poled, 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
Benefits
Inherit an established group of client relationships
Limited cold business development compared to traditional advisor roles
Strong 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
Pay
$150K–$170K Base + Incentive
Schedule
Work onsite 5 days per week in Hauppauge, NY
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