Senior Wealth Advisor - UHNW Focus, Private Markets
Listed on 2026-10-15
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Finance & Banking
Wealth Management
Simple WEALTH in Garden City, NY seeks an experienced wealth advisor to serve as the lead fiduciary for high-net-worth clients. You will develop deep client relationships, build comprehensive wealth plans, and coordinate across tax, estate, and lending specialists to deliver integrated strategies.
You will work to expand the client base, leverage affiliated resources, and maintain strict regulatory compliance while guiding clients through liquidity events and complex planning scenarios.
Our group is growing, and we are hiring a Senior Wealth Advisor - UHNW Focus, Private Markets in Garden City South, NY, United States.
We are currently recruiting a Senior Wealth Advisor - UHNW Focus, Private Markets for our team in Garden City South, NY, United States.
This is a genuine role to take on the Senior Wealth Advisor - UHNW Focus, Private Markets role at Simple Citi.
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