Sales Talent Agency
Financial Advisor - Wealth Management Firm
Sales Talent Agency, New York, New York, us, 10261
6 days ago Be among the first 25 applicants
The information below covers the role requirements, expected candidate experience, and accompanying qualifications. Our client is a rapidly growing boutique wealth management consultancy who have scaled from $500M to $1B+ AUM in just the past year! They are a tight-knit group with a startup mentality — excited, ambitious, collaborative. They are looking for someone who shares that energy and passion for client service. is looking for an experienced , licensed Sales Advisor
(Series 7, Series 66 + CFP and/or CFA preferred). About the Role This is a
client-facing
position focused on
growing a book of business . Your mission is to build trust, deliver exceptional value, and evangelize the firm's
holistic approach
and ensure our clients are fully supported through every stage of their financial journey. You'll be responsible for: Developing relationships with new clients : introduce the firm's holistic service offering to bring in AUM to the firm Participate in
conferences and events
to network with prospects and set up meetings Work closely with
internal teams
to ensure quality presentations and continued client management Taking ownership of client satisfaction and
delivering with diligence and care What We’re Looking For Currently working in a
client acquisition
role in wealth management or financial services for a minimum of 3-5 years Licensed
with Series 7 required, Series 66 (and additional CFP or CFA preferred) Detail-oriented and organized, with a passion for long-term planning Strong communicator who knows how to build trust with clients Comfortable balancing multiple priorities while maintaining a high-touch experience Someone who thrives in a
high-growth , team-oriented environment Why Join Us? Startup energy, serious credibility.
You’ll be part of an entrepreneurial team, not a corporate machine. Diverse, hands-on experience.
Go beyond surface-level planning — you’ll gain real exposure to
tax, estate, and portfolio management . Personal brand development.
We actively help our advisors grow their presence with
social content, webinars, and speaking opportunities. Proven growth path.
Just ask one of our interns — intern last year, team lead today! A place where excellence gets recognized.
With our growth trajectory, there's plenty of room to advance. Compensation includes:
up to $200k guaranteed income + additional incentives = $250-280k OTE in Year 1 Interested candidates, please note:
our team checks for new applicants every day and while we would love to be able to engage with each of you personally, given the high volume of applicants we receive we are only able to contact candidates that are best suited for this role. Want to stay in the loop? We regularly share our open roles, tips for job seekers, and go-to-market-focused insights on our LinkedIn page. You can follow us here. Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales, Management, and Customer Service Referrals increase your chances of interviewing at Sales Talent Agency by 2x Get notified about new Financial Advisor jobs in
New York City Metropolitan Area . New York, NY $200,000.00-$230,000.00 1 week ago New York, NY $150,000.00-$300,000.00 1 week ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New YorkInvestment Banking - Corporate Advisory, Ratings Advisory - Associate New York, NY $90,000.00-$100,000.00 3 weeks ago New York, NY $76,000.00-$111,000.00 5 days ago New York City Metropolitan Area 4 days ago New York Life - Management Fast Track Progam Manhattan, NY $60,000.00-$150,000.00 3 weeks ago Analyst – Financial Institutions Advisory/M&A New York, NY $110,000.00-$130,000.00 6 days ago Associate Convertible & Equity Derivatives Advisory New York City Metropolitan Area $100,000.00-$125,000.00 3 weeks ago Manhattan, NY $34,500.00-$125,000.00 2 months ago New York, NY $110,000.00-$120,000.00 1 month ago New York, NY $95,770.00-$235,560.00 2 weeks ago New York City Metropolitan Area $150,000.00-$500,000.00 5 days ago Private Capital Advisory Associate - Eaton Partners, New York, NY New York, NY $180,000.00-$210,000.00 1 month ago New York City Metropolitan Area 4 days ago New York City Metropolitan Area $80,000.00-$110,000.00 2 months ago New York, NY $85,000.00-$200,000.00 2 weeks ago New York, NY $38,000.00-$150,000.00 1 year ago New York, NY $200,000.00-$250,000.00 1 month ago New York, NY $60,000.00-$500,000.00 6 days ago New York, NY $80,000.00-$130,000.00 5 days ago Financial Advisor Development Program - Entry Level (August 2025 grads) New York, NY $55,000.00-$150,000.00 3 weeks ago New York, NY $95,000.00-$125,000.00 3 weeks ago New York, NY $34,500.00-$125,000.00 4 days ago New York, NY $125,000.00-$175,000.00 1 week ago Brooklyn, NY $80,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
The information below covers the role requirements, expected candidate experience, and accompanying qualifications. Our client is a rapidly growing boutique wealth management consultancy who have scaled from $500M to $1B+ AUM in just the past year! They are a tight-knit group with a startup mentality — excited, ambitious, collaborative. They are looking for someone who shares that energy and passion for client service. is looking for an experienced , licensed Sales Advisor
(Series 7, Series 66 + CFP and/or CFA preferred). About the Role This is a
client-facing
position focused on
growing a book of business . Your mission is to build trust, deliver exceptional value, and evangelize the firm's
holistic approach
and ensure our clients are fully supported through every stage of their financial journey. You'll be responsible for: Developing relationships with new clients : introduce the firm's holistic service offering to bring in AUM to the firm Participate in
conferences and events
to network with prospects and set up meetings Work closely with
internal teams
to ensure quality presentations and continued client management Taking ownership of client satisfaction and
delivering with diligence and care What We’re Looking For Currently working in a
client acquisition
role in wealth management or financial services for a minimum of 3-5 years Licensed
with Series 7 required, Series 66 (and additional CFP or CFA preferred) Detail-oriented and organized, with a passion for long-term planning Strong communicator who knows how to build trust with clients Comfortable balancing multiple priorities while maintaining a high-touch experience Someone who thrives in a
high-growth , team-oriented environment Why Join Us? Startup energy, serious credibility.
You’ll be part of an entrepreneurial team, not a corporate machine. Diverse, hands-on experience.
Go beyond surface-level planning — you’ll gain real exposure to
tax, estate, and portfolio management . Personal brand development.
We actively help our advisors grow their presence with
social content, webinars, and speaking opportunities. Proven growth path.
Just ask one of our interns — intern last year, team lead today! A place where excellence gets recognized.
With our growth trajectory, there's plenty of room to advance. Compensation includes:
up to $200k guaranteed income + additional incentives = $250-280k OTE in Year 1 Interested candidates, please note:
our team checks for new applicants every day and while we would love to be able to engage with each of you personally, given the high volume of applicants we receive we are only able to contact candidates that are best suited for this role. Want to stay in the loop? We regularly share our open roles, tips for job seekers, and go-to-market-focused insights on our LinkedIn page. You can follow us here. Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales, Management, and Customer Service Referrals increase your chances of interviewing at Sales Talent Agency by 2x Get notified about new Financial Advisor jobs in
New York City Metropolitan Area . New York, NY $200,000.00-$230,000.00 1 week ago New York, NY $150,000.00-$300,000.00 1 week ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New YorkInvestment Banking - Corporate Advisory, Ratings Advisory - Associate New York, NY $90,000.00-$100,000.00 3 weeks ago New York, NY $76,000.00-$111,000.00 5 days ago New York City Metropolitan Area 4 days ago New York Life - Management Fast Track Progam Manhattan, NY $60,000.00-$150,000.00 3 weeks ago Analyst – Financial Institutions Advisory/M&A New York, NY $110,000.00-$130,000.00 6 days ago Associate Convertible & Equity Derivatives Advisory New York City Metropolitan Area $100,000.00-$125,000.00 3 weeks ago Manhattan, NY $34,500.00-$125,000.00 2 months ago New York, NY $110,000.00-$120,000.00 1 month ago New York, NY $95,770.00-$235,560.00 2 weeks ago New York City Metropolitan Area $150,000.00-$500,000.00 5 days ago Private Capital Advisory Associate - Eaton Partners, New York, NY New York, NY $180,000.00-$210,000.00 1 month ago New York City Metropolitan Area 4 days ago New York City Metropolitan Area $80,000.00-$110,000.00 2 months ago New York, NY $85,000.00-$200,000.00 2 weeks ago New York, NY $38,000.00-$150,000.00 1 year ago New York, NY $200,000.00-$250,000.00 1 month ago New York, NY $60,000.00-$500,000.00 6 days ago New York, NY $80,000.00-$130,000.00 5 days ago Financial Advisor Development Program - Entry Level (August 2025 grads) New York, NY $55,000.00-$150,000.00 3 weeks ago New York, NY $95,000.00-$125,000.00 3 weeks ago New York, NY $34,500.00-$125,000.00 4 days ago New York, NY $125,000.00-$175,000.00 1 week ago Brooklyn, NY $80,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr