What are the responsibilities and job description for the High Net-Worth Wealth Advisor (Stamford / NYC) position at Talent Focus Executive Search and Consulting?
About the Company
Talent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in Stamford, CT or NYC.
About the Role
This is an exceptional opportunity for a business development focused advisor to work with one of the world’s most respected private client platforms, providing bespoke financial strategies to affluent individuals and families.
Responsibilities
- Serve as a trusted financial partner to high-net-worth clients
- Deliver tailored wealth, investment, and estate planning advice
- Leverage institutional-grade research, tools, and support
- Build enduring relationships that span generations
Qualifications
- 5–10 years' success advising high-net-worth clients
- An established book of business or network of HNWI prospects
- Deep knowledge of capital markets & planning strategies
- High EQ, integrity, and ambition to grow with a top-tier firm
Required Skills
Business development focused advisor with a strong background in wealth management.
Preferred Skills
Experience with high-net-worth clients and a proven track record in financial advisory.
Pay range and compensation package
Base Salary Commission
If you're a driven, relationship-focused wealth professional ready to take your career to the next level, we want to hear from you.
Salary : $125,000 - $175,000