VP, Wealth Advisor

NFP, an Aon company

Wealth Advisor managing client-focused wealth management solutions for high-net-worth individuals at Lenox Advisors. Collaborating with experienced advisors to deliver tailored financial planning and investment strategies across various client needs.

Posted 5/15/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

partner with the lead advisor to deliver comprehensive wealth management solutions through technical sales, analytics, and client service, including investment sales for prospective clients.
manage and deepen ongoing client relationships through proactive communication and high-touch service
participate in client meetings, portfolio reviews, and financial planning discussions
articulate an in-depth understanding of Lenox’s asset management capabilities to prospective clients during the initial stages of the discovery.
manage and deepen client relationships while coordinating with vendors and third-party managers to oversee and optimize investment portfolios.
serve as a liaison between the RM, the client, and selected vendors/third party money to effectively oversee each client’s investment picture.
establish and maintain strong relationships with our vendors and third party money managers.
work proficiently in our MOSAIC CRM to ensure compliance with documenting client meetings, annual CRIA reviews and client service resolutions.
manage the workflow and client experience to ensure the quality, accuracy and timeliness for new account openings as well as ongoing service.
support business development efforts, including prospecting, referrals, and team growth initiatives.
gradually assume greater responsibility for sophisticated financial planning, including retirement, tax-aware strategies, and estate planning coordination
learn and integrate insurance and risk management solutions into holistic client plans

Requirements

What you’ll need

8+ years of experience in wealth management, financial advisory, or a related financial services role
familiarity with sophisticated financial planning and investments products specifically designed for high net worth clients
bachelor's degree
certified financial planner (CFP) designation
ability to obtain series 7 and 66 licenses
life & health license a plus
CFA or CIMA a plus

Benefits

Comp & perks

competitive salary
PTO & paid holidays
401(k) with match
exclusive discount programs
health & wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementfinancial planninginvestment salesportfolio managementtax-aware strategiesestate planninginsurance solutionsrisk management

Soft Skills

client relationship managementproactive communicationhigh-touch serviceteam collaborationbusiness development

Certifications

certified financial planner (CFP)series 7 licenseseries 66 licenselife & health licenseCFACIMA