Wealth Advisor

The Advisor is the primary contact for clients of an established, independent, fee-only, wealth management firm located in midtown Manhattan. They should be able to advise on both investment topics and a wide range of financial planning topics, with support from Associates and under the leadership of Senior Advisors. 

Duties and Responsibilities 

The Advisor can expect to focus on the following areas:

•Take the lead role on most client relationships

•Supervise and delegate appropriately to Associates 

•Ensure clients receive swift and thoughtful attention

•Strive to become better educated and qualified through ongoing learning, and mentoring of other firm team members

•Take leadership role in committees and for firm initiatives as needed

Qualifications 

The Advisor position requires the following qualifications:

• CFP® or equivalent designation required

• Desire and ability to work successfully in a collaborative, entrepreneurial environment

• Team player, collaborative, able to work with others

• Strong written, verbal and interpersonal communication skills

• Detail-oriented, accurate, organized, able to set priorities and multitask

• Experience with Tamarac (Reporting and Trading) and/or eMoney, Holistiplan and Vanilla a plus

• 5-10 years experience with an RIA firm

Salary and Benefits 

• Competitive salary based on industry standards and experience 

• Salary range $110k - $150k

• Incentive compensation 

• Hybrid workplace

• Health, life, short- and long-term disability insurance coverage 

• 401(k) and profit sharing plan  

• Support for professional accreditation requirements and other education/training  opportunities 

Resume and cover letter to: careers@bridgewateradv.com