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Full timeFinance

Wealth Management Advisor

Larson MaddoxManhattan, NY🇺🇸United States

Why this role stands out

This hybrid Wealth Management Advisor role at Larson Maddox offers significant career growth by allowing you to build long-term relationships with high-net-worth clients and leverage a planning-focused culture. You'll thrive here if you're passionate about comprehensive financial planning and delivering exceptional client experiences, so consider applying to join this reputable organization.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationManhattan, NY, United States
CFA

Job description

A nationally recognized wealth management platform is seeking a Wealth Management Advisor to join an established advisory team. This individual will be responsible for managing and growing a book of affluent and high-net-worth client relationships while delivering comprehensive financial planning and investment guidance.


Key Responsibilities
  • Serve as the primary advisor for an existing book of affluent and high-net-worth clients
  • Develop tailored financial planning, retirement, investment, and wealth management strategies
  • Build and strengthen client relationships through ongoing advice and proactive engagement
  • Identify opportunities to expand client relationships and grow the practice
  • Collaborate with internal specialists to deliver holistic wealth management solutions
  • Provide guidance through complex financial and life-planning decisions

Qualifications
  • 5+ years of wealth management, financial planning, or advisory experience
  • Experience managing client relationships and supporting business development efforts
  • Strong understanding of investment products, financial planning, and retirement strategies
  • FINRA Series 7 and Series 63 licenses; Series 65 or 66 required (or ability to obtain)
  • Excellent communication and relationship-building skills
  • Entrepreneurial mindset with a strong client-first approach

Preferred Qualifications
  • CFP, CFA, or progress toward a professional financial planning designation
  • Life & Health Insurance License
  • Experience working with affluent, high-net-worth, and ultra-high-net-worth clients
  • Demonstrated ability to deliver holistic planning advice across investments, retirement, estate, and wealth transfer strategies
  • Track record of building long-term client relationships and growing assets under management

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