Senior Advisor

Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City. The Opportunity We are seeking a seasoned investment professional to join our New York team, and we want to be clear about what that means. This is not a business development role with some client service attached. It is not a relationship management role with some investment overlay. It is a deeply integrated trusted advisor role, designed for someone who has outgrown environments where conflicts of interest, institutional incentives, or product shelf constraints have limited what they can do for the people they serve. If you are technically sharp, intellectually curious, and genuinely motivated by the belief that exceptional families deserve exceptional advice this role was designed for you. You will join a stable, long-tenured team that takes collaboration seriously and measures success by the clarity, confidence, and p...Advisor, Business Development, Financial Planning, Wealth Advisor, Senior, Client Relations, Banking, Staffing