Wealth Advisor

Middletown, NY 10940

Job Category: Accounting & Finance Job Number: 55404951 Pay Rate: $80000-120000 / year

Job Description

Job Title: Wealth Advisor
Location: Middletown, NY
Salary: $80,000 to $120,000 hourly (depending on experience)

Seeking Wealth Advisor to manage client portfolios, strengthen relationships, and support business growth. This role is ideal for a financial professional who excels in client service, investment strategy, and long-term relationship management.
Responsibilities:
  • Manage client portfolios aligned with investment objectives and firm philosophy
  • Oversee full client lifecycle including financial planning, risk evaluation, and ongoing portfolio monitoring
  • Develop and expand client relationships while supporting new business growth and asset retention
  • Ensure compliance with regulatory standards and maintain accurate documentation of all client interactions
Qualifications:
  • Bachelor’s degree required with Series 65 or 66 license
  • 3–5 years of experience in the financial services industry
  • Strong knowledge of investment management, financial planning, and regulatory requirements
  • Excellent communication, organizational, and analytical skills with ability to work independently and in a team environment

Meet Your Recruiter

Nicole Petrakis

Here's Help Staffing & Recruiting is committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.

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About Middletown, NY

Ready to take the next step in your career? Explore job opportunities in the vibrant area surrounding Middletown, New York. Nestled in the scenic Hudson Valley, this region offers a perfect blend of city conveniences and small-town charm. With easy access to renowned landmarks like Storm King Art Center and the Shawangunk Mountains, as well as a thriving arts scene featuring galleries like Ann Street Gallery and live performances at the historic Paramount Theatre, Middletown beckons with opportunities for professional growth and a high quality of life. Indulge in the local cuisine, take in a show, or enjoy recreational activities at nearby parks like Bear Mountain State Park. Discover the enchanting allure of Middletown and uncover your next career move today!