Lead Advisor / Relationship Manager

Job Description

Job Description

Lead Advisor / Relationship Manager

Location : New York, NY

Salary : $190,000 - $220,000 base salary

Status : Full-time; Hybrid

We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work / life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come . Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

We are excited to hire a Lead Advisor / Relationship Manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment!

Who You Are :

• You view being an advisor as a calling rather than a profession.
• Being of service to clients is a privilege that you honor through dedication and commitment.
• You are interested in sustainability and want to be part of a firm that lives its values.
• You expect a lot of yourself, are driven to excel and understand that this is your life's work.

As a Relationship Manager , you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios.

In your new role, you can expect to :

Qualifications for this opportunity include :

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!