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Senior Wealth Advisor - Fintech & High Net Worth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Savvy Wealth, Inc.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: New York
A cutting-edge wealth management firm seeks a Senior Wealth Advisor to shape the future of wealth management. This role involves developing and managing high net worth client relationships, advising on investment strategies, and collaborating with product teams. Candidates should have 10+ years of experience in investment advisory and hold relevant certifications. The position offers a competitive salary, equity package, and comprehensive benefits, including unlimited PTO and health plans.
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Position Requirements
10+ Years
work experience
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