Focus Financial Partners · 6 days ago
Senior Wealth Advisor
New York, NY
Full-time
Onsite
Senior Level
$180K/yr - $200K/yr
7+ years expFocus Partners Wealth is seeking a Senior Wealth Advisor to join their team, dedicated to serving ultra-high net worth clients with comprehensive wealth management services. The role involves leading client relationships, conducting complex financial analysis, and mentoring junior team members while implementing tailored financial strategies.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Work closely with a senior partner to lead relationships with primarily ultra-high net worth clients and families by providing-high touch, comprehensive wealth management and family office services
Complex analysis and related research related to financial-, estate-, income tax-, insurance-, and investment-planning
Develop and present solutions across the spectrum of wealth management disciplines for existing and prospective clients
Develop, recommend and assist in the implementation of complex portfolio asset allocation and investment strategies – including a significant allocation to private/alternative investment strategies
Communicate the full range of the Company’s services and capabilities to clients and prospective clients
Coordinate advice with members of the client’s advisory team, including; attorneys, accountants, insurance advisors, and other professionals
Document meetings, recommendations and action plans
Oversee implementation of agreed-upon recommendations
Provide guidance, feedback and mentoring to junior team members to continue to build their acumen, technical knowledge, and advisory abilities
Manage team members
Qualification
Required
7-10+ years of wealth management and/or other relevant work experience
Bachelor's Degree
Achieved or candidate for: CPA, MST, JD, or LLM, and CFA or CIMA, and CFP®
A deep interest in and understanding of UHNW investments, investment philosophy, and portfolio construction
Understanding of matters related to income-, gift-, and estate-tax planning, insurance, advanced intergenerational wealth-transfer strategies, and philanthropic strategies
Business-exit planning experience and an understanding of the entrepreneur owner manager client archetype
Passion for excellence -- strong attention to detail and accuracy
Analytical expertise, notable attention to detail, and self-initiated follow-through
Ability to work independently and within strict deadlines while managing multiple priorities and open projects
Strong interpersonal, verbal, and written communication skills
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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