Job Opportunities

We are looking for a full-time mid- to high-level Financial Advisor who is eager to learn, has entrepreneurial in spirit, and is a team player.  You will play a crucial role in building and maintaining client relationships, analyzing financial information, and developing customized strategies tailored to meet our client's needs.  The ideal candidate will have a deep understanding of financial markets, investment products, and financial planning principles, combined with excellent communication and interpersonal skills.  Best of all, we offer competitive salaries, bonuses, and/or alternative compensation structures.

We are seeking a highly motivated and experienced Wealth Advisor Associate to join our team at an independent, boutique wealth advisory firm in Rye Brook, New York. As a Wealth Service Associate, you will help provide financial planning and investment support to our clients, helping them achieve their financial goals and secure their financial future. You will play a crucial role in building and maintaining client relationships, analyzing financial information, and developing customized strategies tailored to meet individual client needs.

We are seeking a highly motivated and experienced tax administrator to join our team at an independent, boutique wealth advisory and tax firm in Rye Brook, New York. In this role, you will help cultivate and maintain client relationships, maintain the books for clients, oversee the onboarding process of new clients and manage various projects including but not limited to Tax Compliance and report filings.