Senior Financial Advisor
Norman AlexNew York, New York, United States
Posted January 6, 2026
Full Time
About the Company
Norman Alex is an international boutique consulting firm founded in 1997 in Monaco, with offices in Geneva, London, Luxembourg, Miami, Montevideo, Paris, and partners in Dubai and Singapore. The company specializes in executive search, corporate development, financial services, and technology, delivering tailored solutions for recruitment, acquisitions, mergers, and strategic alliances. Its distinctive value lies in a deep focus on the human dimension—identifying, nurturing, and deploying top talent to drive sustainable growth. By combining global reach with expertise in navigating regulatory changes, technology trends, and market dynamics, Norman Alex equips clients to master complexity and stay ahead of the competition.
Job Description
Senior Financial Advisor position in the greater NYC market, working in a brokerage environment with a top-tier advisor/team.
Requirements
- Significant experience in Wealth Management working with HNW/UHNW individuals and families
- Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Demonstrated understanding of investments, banking and trust concepts