Location
New York, NY, United States
Posted
May 02, 2026
Job Description
Description
We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.
Up to $225K OTE: $100-120k base + bonus + production bonus
Responsibilities:
• Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps.
• Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience.
• C...
We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.
Up to $225K OTE: $100-120k base + bonus + production bonus
Responsibilities:
• Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps.
• Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience.
• C...