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Lead UHNW Wealth Advisor & Fiduciary

Job in Garden City South, Garden City, Nassau County, New York, 11530, USA
Listing for: SimpleCiti Companies
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below
Location: Garden City South

Simple Citi Companies in Garden City, NY seeks an experienced Wealth Advisor to serve high-net-worth clients. You will lead fiduciary advising, develop business relationships, and build comprehensive wealth plans.

This role offers the chance to build a family office advisory platform early and leverage internal resources for growth.

The ideal candidate has at least 5 years of experience and holds a relevant professional designation.

The Lead UHNW Wealth Advisor & Fiduciary position in the Finance field is open for applications.

We would love to welcome a new Lead UHNW Wealth Advisor & Fiduciary to our organisation in Garden City South, NY, United States.

For the Lead UHNW Wealth Advisor & Fiduciary position at Simple Citi Companies, we are reviewing applications now.

Step into the Lead UHNW Wealth Advisor & Fiduciary role at Simple Citi Companies in Garden City South, NY, United States and grow with us.

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