Talent Focus Executive Search and Consulting · 9 hours ago
High Net-Worth Wealth Advisor (Stamford / NYC)
Stamford, CT
Full-time
Onsite
Senior Level
5+ years expTalent 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. This role is an exceptional opportunity for a business development focused advisor to provide bespoke financial strategies to affluent individuals and families.
Professional ServicesRecruiting
Hiring Manager
Luke Rodwell
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
Qualification
Required
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
Business development focused advisor with a strong background in wealth management
Preferred
Experience with high-net-worth clients and a proven track record in financial advisory
Company
Talent Focus Executive Search and Consulting
Talent Focus Executive Search (www.talentfocus.co.uk) partners with its clients to identify and attract talented Managers, Executives and Non-Executives to their organisations, both in the UK and Internationally.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase