Senior Financial Advisor

Job not on LinkedIn

February 5

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $100k - $500k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Spark Talent HQ

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B2B • Recruitment • Media

Spark Talent HQ is a boutique executive recruiting firm specializing in media, marketing, and advertising. With nearly two decades of experience, the company connects businesses with exceptional talent that aligns with their vision and culture. Their personalized approach ensures a tailored recruitment experience, focusing on understanding clients' values and strategic objectives. Spark Talent HQ prides itself on a high placement success rate, providing support throughout the hiring process to secure impactful hires for organizations ranging from startups to established companies.

2 - 10 employees

Founded 2021

🤝 B2B

🎯 Recruiter

📱 Media

📋 Description

• The Senior Wealth Advisor plays a pivotal role in shaping the future of FinTech-powered wealth management. • This high-impact position offers the chance to thrive in a dynamic environment, actively managing client portfolios and relationships. • Cultivate new client relationships and support business development initiatives. • Collaborate with clients to understand their financial goals and objectives. • Provide expert advice on investment strategies, tax planning, retirement planning, and more. • Design and monitor personalized investment portfolios. • Partner with product development and M&A teams to inform platform enhancements. • Contribute to advisor recruitment efforts.

🎯 Requirements

• A seasoned wealth advisor with 10+ years of experience. • A strong existing book of active clients. • Relevant investment advisor certifications. • A passion for ownership and impactful contributions. • Enthusiasm for the FinTech industry. • The ability to thrive in a fast-paced environment. • Prior experience at a technology company (preferred). • Analytical or technical degree (preferred). • Experience with high-net-worth clients ($1 million+ assets) (preferred). • Expertise in a key area of financial planning (preferred). • Proficiency with financial planning software (preferred). • Excellent communication, problem-solving, and organizational skills (preferred).

🏖️ Benefits

• Top-tier medical, dental, and vision insurance. • Generous paid time off and company holidays. • 401(k) plan. • Prime NYC office with stunning views. • Competitive compensation package with revenue sharing and equity opportunities. • Free meals, snacks, and telemedicine access. • Attractive discounts on various services. • Dedicated health advocate support.