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UHNW Wealth Strategy Advisor

Job in New York, New York County, New York, 10261, USA
Listing for: NewEdge Capital Group
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: 150000 - 190000 USD Yearly USD 150000.00 190000.00 YEAR
Job Description & How to Apply Below
Location: New York

New Edge Capital Group is seeking a Wealth Strategist for their Wealth Strategy team. This mid-level role involves comprehensive wealth planning for high-net-worth clients, managing sophisticated engagements across various financial scenarios.

Ideal candidates will have a Bachelor's degree, a CFP designation, and a minimum of 7 years of experience in wealth planning, with proficiency in eMoney Advisor. The position is based in New York, NY, offering a competitive salary of $150,000 – $190,000 depending on experience.

Consider building your career as a UHNW Wealth Strategy Advisor at New Edge Capital Group.

The position is based in New York, NY, United States.

This opportunity is part of our work in Management & Operations.

The advertised compensation is 150..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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