Wealth Advisor - NYC/Westchester
Armonk, New York - Full Time

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The HireMojo Team

The Colony Group seeks a motivated and qualified individual for the position of Wealth Advisor for a split time in the Westchester and NYC offices. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Wealth Advisors provide a high level and broad range of technical and client management support as part of a financial counseling team. The Wealth Advisor assists in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance. This position offers a strong career track within the firm.

Primary responsibilities for this position include:

  • Leading relationships with high net worth and supporting ultra-high net worth client by providing high touch comprehensive wealth management services;
  • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:
    • Complex analysis and related research related to financial, estate, income tax, and investment planning;
    • Presenting, meeting and developing recommendations to clients and prospective clients;
    • Documenting meetings, recommendations and action plans;
    • Overseeing implementation of agreed upon recommendations; and
    • Coordination with members of the client’s advisory team, including:
      • Portfolio managers and operations
      • Tax advisors
      • Estate counsel
      • Other professionals
  • Ongoing monitoring and management of the client’s wealth management plan;
  • Scheduling, coordinating and actively participating in client meetings;
  • Maintaining an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies;
  • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and
  • Proven ability of identifying and closing new business development opportunities.

The position requires:

  • Eight+ years of relevant work experience;
  • Bachelor’s Degree;
  • Candidates with, or working towards, a CPA, JD, LLM, CFA, MST, or CFP®;
  • An advanced understanding of investments, tax, philanthropy, and estate planning;
  • Experience in income tax planning;
  • Great interpersonal skills; and
  • Analytical expertise, notable attention to detail, and self-initiated follow-through.

The Colony Group, LLC provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.  Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $10 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, Maryland, California and New Hampshire.  For more information, please visit www.thecolonygroup.com