Financial Advisor NYC

A high-growth, venture-backed wealth technology platform is seeking a Wealth Advisor to join its New York team. The firm combines cutting-edge technology with a client-first advisory model to deliver modern, scalable financial planning. The Role You will act as the primary contact for emerging high-net-worth clients, you will focus purely on advising, no prospecting or cold outreach required. With a steady flow of pre-qualified clients, dedicated onboarding support, and technology handling operational work, you can concentrate on building relationships and delivering high-quality financial advice. Key Responsibilities Manage end-to-end client relationships Deliver holistic financial planning across investments, tax, estate, and insurance Build and implement tailored portfolio strategies Utilise technology platforms to enhance efficiency and client experience Key Requirements & Profile 2+ years' experience in wealth management or financial advisory CFP or CFA preferred FINRA Series 7 & 66 (or ability to obtain) Client-centric, relationship-focused, and comfortable with technology Benefits Competitive base salary and performance-based incentives Equity participation Full healthcare, dental, and vision coverage Generous PTO Opportunity to join a fast-growing, technology-driven platform