Private Wealth Advisor

Job Description

Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions.

Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture.

Responsibilities

• Manage and grow your existing book of business while acquiring new clients.
• Deliver comprehensive financial planning and investment strategies tailored to client goals.
• Leverage firm resources, technology, and marketing support to enhance client experience.
• Maintain compliance with regulatory standards and firm policies.
• Collaborate with internal specialists to provide holistic wealth solutions.

Requirements

• 2–10 years of experience as a Financial Advisor.
• Existing book of business with transferable client relationships.
• FINRA Series 7 and 66 (or equivalent) licenses required.
• Strong communication and relationship management skills.
• Entrepreneurial mindset with a focus on growth and client success.