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Senior Financial Advisor

Avior Executive Search · New York, NY · Financial Advisory Team

Compensation

From $200k /yr

Employment type

Full-time

Work setting

On-site

Location

New York, NY

Schedule

Day shift

Posted

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Job overview

The Senior Financial Advisor is an onsite role based in New York, NY, offering $200,000 per year. This position supports the executive search and financial advisory services provided by Avior Executive Search. This role exists to provide comprehensive financial planning and portfolio management for high-net-worth clients. The Senior Financial Advisor leverages their established portfolio and industry expertise to execute trades, monitor market trends, and deliver high-level financial guidance.

What you'll do

  • Manage client portfolios, provide financial planning advice, execute trades, and stay updated on market trends.

What we're looking for

Skills & competencies
full-time
day shift
new york ny
avior executive search
financial advisor
finance
wealth management
$200k
onsite
series 7
series 66
Work arrangement
  • Weekend coverage required

Why this role

Requires 100M AUM portfolio, Series 7/63/66 license

About the employer

Avior Executive Search is hiring for this role. Industry: Executive Search Services. Sector: 56.

Additional details

Industry sector
56
Industry
Executive Search Services
Occupation code
13-2052.00
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