Focus Partners Wealth · 6 days ago
Senior Wealth Advisor
NYC Metro Area
Full-time
Onsite
Senior Level
$180K/yr - $200K/yr
7+ years expFocus Partners Wealth is seeking a Senior Wealth Advisor to join our team! The Senior Wealth Advisor serves clients by putting their needs first and will lead a team in providing comprehensive wealth management services.
ConsultingFinancial Services
Responsibilities
Work closely with a senior partner to lead relationships with primarily ultra-high net worth clients and families by providing-high touch, comprehensive wealth management and family office services
Complex analysis and related research related to financial-, estate-, income tax-, insurance-, and investment-planning
Develop and present solutions across the spectrum of wealth management disciplines for existing and prospective clients
Develop, recommend and assist in the implementation of complex portfolio asset allocation and investment strategies – including a significant allocation to private/alternative investment strategies
Communicate the full range of the Company’s services and capabilities to clients and prospective clients
Coordinate advice with members of the client’s advisory team, including; attorneys, accountants, insurance advisors, and other professionals
Document meetings, recommendations and action plans
Oversee implementation of agreed-upon recommendations
Provide guidance, feedback and mentoring to junior team members to continue to build their acumen, technical knowledge, and advisory abilities
Manage team members
Qualification
Required
7-10+ years of wealth management and/or other relevant work experience
Bachelor's Degree
Achieved or candidate for: CPA, MST, JD, or LLM, and, CFA or CIMA, and, CFP®
A deep interest in and understanding of UHNW investments, investment philosophy, and portfolio construction
Understanding of matters related to income-, gift-, and estate-tax planning, insurance, advanced intergenerational wealth-transfer strategies, and philanthropic strategies
Business-exit planning experience and an understanding of the entrepreneur owner manager client archetype
Passion for excellence -- strong attention to detail and accuracy
Analytical expertise, notable attention to detail, and self-initiated follow-through
Ability to work independently and within strict deadlines while managing multiple priorities and open projects
Strong interpersonal, verbal, and written communication skills
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
1001-5000 employees
H1B Sponsorship
Focus Partners Wealth has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Managing Director, Rocky Mountain Region
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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