Financial Advisor
Not Disclosed•Full-TimeOn-site
location_onWest 33rd Street, Chelsea District, Manhattan Community Board 4, Manhattan, New York County, New York, 10001, United States
About the Company
A high-growth, venture-backed wealth technology platform is redefining the financial planning landscape. By combining cutting-edge technology with a client-first advisory model, the firm delivers modern, scalable financial solutions to a growing base of investors.
About the Role
We are seeking a Wealth Advisor to join our New York team as the primary contact for emerging high-net-worth clients. This role is designed for advisors who want to focus purely on delivering high-quality financial advice without the burden of prospecting or cold outreach.
You will work with a steady flow of pre-qualified clients, supported by dedicated onboarding teams and advanced technology platforms that handle operational tasks. This structure allows you to concentrate entirely on building deep relationships and crafting tailored portfolio strategies that address investments, tax, estate, and insurance needs.
Hiring Process
Interested candidates should submit their resume and a brief cover letter outlining their advisory philosophy and experience with high-net-worth client management. Selected applicants will proceed through an initial screening, followed by a discussion with the hiring manager and a final interview with the team.
Equal Opportunity
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Work location
Work model: On-site
West 33rd Street, Chelsea District, Manhattan Community Board 4, Manhattan, New York County, New York, 10001, United States
New York, New York
Key Responsibilities
- check_circleManage end-to-end client relationships
- check_circleDeliver holistic financial planning across investments, tax, estate, and insurance
- check_circleBuild and implement tailored portfolio strategies
- check_circleUtilise technology platforms to enhance efficiency and client experience
Requirements
- verified2+ years' experience in wealth management or financial advisory
- verifiedFINRA Series 7 & 66 (or ability to obtain)
Nice to Have
CFP® or CFA®
Benefits & Perks
check_circleFull healthcare, dental, and vision coveragecheck_circleGenerous PTOcheck_circleEquity participation
Similar Job Opportunities
Frequently asked questions about Financial Advisor at Selby Jennings
What does a Financial Advisor at Selby Jennings do?expand_more
A Financial Advisor at Selby Jennings is responsible for the following: Manage end-to-end client relationships; Deliver holistic financial planning across investments, tax, estate, and insurance; Build and implement tailored portfolio strategies; and Utilise technology platforms to enhance efficiency and client experience.
What are the requirements for this Financial Advisor role?expand_more
Selby Jennings is looking for candidates who meet the following requirements: 2+ years' experience in wealth management or financial advisory; and FINRA Series 7 & 66 (or ability to obtain).
Where is the Financial Advisor role at Selby Jennings located?expand_more
Financial Advisor at Selby Jennings is based in West 33rd Street, Chelsea District, Manhattan Community Board 4, Manhattan, New York County, New York, 10001, United States. This is a on-site role.
Is this Financial Advisor job remote, hybrid, or on-site?expand_more
Selby Jennings has listed this Financial Advisor role as on-site.
How much experience is required for this Financial Advisor role?expand_more
Financial Advisor at Selby Jennings typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Financial Advisor role at Selby Jennings?expand_more
Key skills for Financial Advisor at Selby Jennings include Wealth Management; Financial Advisory; Financial Planning; CFP; Cfa; Finra Series 7; and Finra Series 66.
What category does the Financial Advisor role belong to?expand_more
Financial Advisor at Selby Jennings is part of the accounting & finance job category on Recrutus.
About Selby Jennings
Selby Jennings operates as a specialized talent partner within the professional services industry, based in London, Greater London. The firm focuses exclusively on the financial sector, connecting organizations with skilled professionals across a diverse range of disciplines. Their expertise spans investment banking, risk management, quantitative trading, and insurance, alongside roles in investment management, sales and trading, technology, and wealth management.
The company serves a broad spectrum of clients, ranging from the world's largest financial institutions to emerging fintech start-ups. By offering comprehensive recruitment solutions, Selby Jennings addresses the specific hiring needs of these varied entities. Their approach ensures that both established enterprises and innovative new ventures find the right candidates to drive their operations forward. The firm maintains a network of specialist consultants ready to discuss requirements and facilitate connections between employers and job seekers in the financial sciences and services field.
Browse more roles: All Selby Jennings jobs, accounting & finance jobs on Recrutus.