SimpleCITI

Wealth Advisor

Garden City South, New York, United States

Sponsorship not specifiedDetected 51 days ago

CRMLead GenerationCommunicationCFA

About the role

SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients
navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff. Our firm is

SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management.
We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff.
Our firm is affiliated with an established real estate and specialty finance platform with active operating businesses,, and investment-related entities.
That affiliation provides advisors with immediate access to private market opportunities, operational infrastructure, advanced tax and planning resources, and industry relationships, not a cold start.
experience serving business owners through liquidity events a plus

This listing is sourced directly from SimpleCITI's careers page and normalized into a canonical job model.