Senior Wealth Advisor
Financial Planner Recruiting, LLCBrentwood, New York, United States
Posted January 5, 2026
80000 - 80000 USD year
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth‑management firms, sourcing both emerging and seasoned financial planners who align with each firm's culture and growth objectives. Leveraging deep industry knowledge and a rigorous vetting process, the firm identifies top talent across the independent advisor market and presents candidates ready for immediate impact. Its distinctive value lies in a tailored approach that balances rigorous screening with a personalized partnership, ensuring a seamless match between advisors and firms. By managing the entire hiring journey—from talent acquisition to onboarding—Financial Planner Recruiting reduces time‑to‑hire and enhances retention for independent wealth‑management practices. The result is a pipeline of high‑potential advisors who are primed to contribute to their firms' success.
Job Description
Our client is a growing wealth management firm seeking a Senior Wealth Advisor to assist us in helping those we serve achieve their financial goals.
Requirements
- Provide information/education to clients about the purpose and details of financial products, services, and strategies.
- Source prospective client opportunities by capitalizing on networking and referrals.
- Promote established investment models, strategies suitable for our targeted clients, and the firm's wealth enhancement and planning services.
- Servicing client needs and requirements as determined through client interaction.
- Adhere to all company and industry supervisory guidelines and policies.
- Participate in all firm meetings, training, and client events and maintain all continuing education requirements of a wealth advisor plus required training elements.
- Provide positive and professional service to the client base assigned.
- Handle all communication with the client base, including phone calls, emails, and meetings.
- Review investment products currently held in client's accounts and reallocate to the appropriate model to help clients meet their financial objectives.
- Build and maintain a relationship with the client base with a main focus on service and operations and a minor focus on acquiring new clients.
Benefits
- 401k with match
- Health benefits
- Potential for career growth
- Great working environment