Wealth Advisor

Job description

Wealth Advisor New York, NY (In Office): Wealth Advisor Overview: Our Mission: NerdWallet Wealth Partners (NWWP) is a rapidly growing Registered Investment Advisor (RIA) redefining wealth management. Founded by experienced advisors, we deliver high-touch, human-to-human service through personalized financial planning, research-driven investing and proactive behavioral coaching. We provide an elevated and relatable advisory experience built on trust, fiduciary excellence, and long-term partnership. Job Purpose: Advisors are central to our firm, developing and stewarding long-term client relationships while delivering comprehensive financial planning and investment management. As the end-to-end relationship owner—from initial engagement through ongoing advice and portfolio oversight—Wealth Advisors serve as a trusted fiduciary, providing highly personalized, research-driven guidance aligned with each client’s long-term goals. This role directly contributes to firm growth through client conversion, retention, and strategic insight. Roles and Responsibilities: The Wealth Advisor is the client relationship owner within the Advisory team focused on deep advice and client service rather t...