Careers

Opportunity for a Financial Advisor (5+ years) who wants to expand their practice within an established, flexible environment. You will operate as an independent advisor, supported by established systems, compliance infrastructure, and access to an administrative assistant, while collaborating on strategy, client relationships, and long-term business development.

You’ll gain the flexibility of independence, the opportunity to operate through a nationally recognized firm, and the collaboration of a practice with more than a decade of service in the New York metropolitan area. This is ideal for a fiduciary-minded, growth-oriented professional who wants autonomy, uncapped earning potential, and the ability to scale - without handling operational headaches alone.

If this sounds like you (or someone you know in the NYC area), review the full opportunity details below and reach out to start a conversation.