Financial Advisor

Sterling Legacy Advisors is a next-generation wealth management firm built for advisors who want to do more than manage accounts - they want to build lasting relationships, deliver truly personalized advice, and have a meaningful role in the future of their practice.

We work with successful individuals, entrepreneurs, executives, and multigenerational families who expect more from their financial advisor than a model portfolio and a quarterly review. Our approach combines sophisticated investment management, comprehensive financial planning, and thoughtful wealth-preservation strategies designed around each client’s goals, values, and long-term legacy.

We are growing our New York team and are seeking experienced, licensed Financial Advisors who are ready for an environment that offers the resources and sophistication of a major financial institution without the layers of bureaucracy that can come with one.

If you have built a successful career at a large financial institution, you already know how to serve demanding clients. What you may be looking for now is more autonomy, more flexibility, and a stronger connection between the advice you give and the clients you serve.

• Put clients before corporate agendas. Make recommendations based on what is right for the client rather than navigating a one-size-fits-all product environment.
• Build relationships that go beyond investments. Work with clients on retirement, tax-aware wealth strategies, risk management, estate considerations, and multigenerational planning.
• Have a greater voice in your practice. Experienced advisors bring valuable judgment and perspective, and we want that experience to matter.
• Work alongside experienced professionals. Collaborate with a team that understands the complexities of serving high-net-worth individuals and families.
• Deliver a more personalized client experience. Spend your time having meaningful conversations and solving complex financial problems rather than simply managing accounts.
• Grow without having to start over. Bring your existing experience, relationships, and professional credibility into a firm designed to support the next stage of your career.
• Be part of something you can help shape. We are building the firm for the long term, creating opportunities for experienced advisors to have an impact on the culture, client experience, and future direction of the business.

As a Financial Advisor at Sterling Legacy Advisors, you will serve as a trusted advisor to individuals, families, and business owners, helping them make informed decisions across the full spectrum of their financial lives.

Your responsibilities will include:

• Developing and maintaining deep, long-term client relationships.
• Conducting comprehensive financial reviews and identifying opportunities to improve clients’ financial outcomes.
• Developing and presenting sophisticated financial plans tailored to each client’s circumstances and objectives.
• Providing guidance on investment management, retirement planning, wealth preservation, risk management, and other areas of financial planning.
• Monitoring client portfolios and financial plans and making recommendations as circumstances, markets, and objectives change.
• Working collaboratively with other members of the Sterling Legacy team to deliver a coordinated client experience.
• Communicating complex financial concepts clearly and confidently to high-net-worth clients and families.
• Maintaining thorough, accurate, and compliant client documentation.
• Staying current on investment strategies, financial planning…