Wealth Advisor

Company

SimpleMANAGE

Where

Garden City South, New York, United States

Level

Senior

First seen

August 9, 2026

Listed via

Workable

What the posting says

Responsibilities - Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients - Develop new business relationships with business owners, families, post-liquidity clients, and centers of influence - Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination - Position and allocate across the full platform including public equities, fixed income, structured products, and private markets such as private credit, real estate, and alternative strategies - Coordinate pre- and…

Read more and apply on SimpleMANAGE's site

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