Supporting Financial Advisor

Key Responsibilities: Support senior advisors in managing client relationships and financial planning. Participate in client meetings, including preparation and follow-up. Assist with financial planning casework and client recommendations. Manage client relationships from onboarding through ongoing service. Collaborate with team members to address client needs. Take on additional responsibilities and potentially grow into a lead advisor role.

Qualifications: 5+ years of experience in wealth management or financial services. Active Series 7 and Series 63 licenses required. CFP certification or progress toward obtaining the designation preferred. Previous advisory experience preferred, but not required. Strong communication, organizational, and client relationship management skills. Team-oriented, receptive to feedback, and interested in long-term growth. Ability to work five days per week in-office in Midtown Manhattan.