Financial Advisor

Posted 3 days ago

diamond consultants financial advisor recruiters consultantsNew York (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.

What you'll bring:

5+ years of wealth management experience
Strong financial planning background with HNW clientsCFP® preferred (or pursuing)
Interest in technology, innovation, and AIEntrepreneurial mindset and excellent relationship management skills

Ability to work full-time in New York CityIf you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.