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Cfp Compensation Ria Jobs in New York (NOW HIRING)

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Compensation: * Salary range of $90K-$120K , commensurate with relevant experience * Performance ... FPQP and those pursuing the CFP are encouraged to apply * Series 65 is a plus but not required The ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Compensation: * Salary range of $90K-$120K , commensurate with relevant experience * Performance ... FPQP and those pursuing the CFP are encouraged to apply * Series 65 is a plus but not required The ...

RIA Recruiting

Paraplanner

Garden City, NY · On-site

$90K - $120K/yr

Compensation: * Salary range of $90K-$120K , commensurate with relevant experience * Performance ... FPQP and those pursuing the CFP are encouraged to apply * Series 65 is a plus but not required The ...

Simplicity Group Holdings

Be Seen First

Financial Planning Consultant

Summit, NJ · On-site

$65K - $80K/yr

Series 65, CFP, CHFc or willingness to obtain any of these is a plus · Favors direct communication ... Compensation (based on experience & licenses) * Annual base salary: $65,000 -$80,000, exempt

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY

$175K - $225K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently

UNAVAILABLE

Senior Financial Advisor

New Hyde Park, NY

$175K - $225K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to ... CFP, CFA, CPA, or JD required * Series 65 * Experience leading client relationships independently

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Associate, Enterprise RIA Sales

Ares Operations LLC

New York, NY

$15.25 - $20.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

About Ares Wealth Management Solutions (AWMS)

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of more than 150 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS' mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate, and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.

Position Summary

The RIA & Family Office Partnership Team is seeking an experienced, high-performing Relationship Manager Associate to lead underlying advisor coverage across the Enterprise RIA channel on a national scale.

Essential Job Duties & Responsibilities

  • Drive sales growth by independently developing, deepening, and managing relationships with new and existing advisors across underlying RIA practices within national RIA aggregators
  • Execute a high level of proactive outreach through phone, email, virtual meetings, and in person engagement with lead advisors, investment committees, and practice leaders.
  • Independently schedule and lead advisor meetings, portfolio reviews, and group presentations.
  • Strategically deploy senior sales and investment resources for high impact meetings.
  • Maintain accountability for sales results, with a focus on generating new producers and expanding wallet share among existing relationships.
  • Provide exceptional client service, addressing product, technical, and competitive inquiries with a high degree of precision and professionalism.
  • Serve as a senior expert on private markets, competitor positioning, and the broader alternative investment landscape.
  • Represent Ares Management at partner firm and advisor conferences, acting as a senior point of contact for clients and prospects.

Qualifications

  • Bachelor's degree with 2+ years of experience in the financial services industry/sales related position, alternative sales experience preferred.
  • Active FINRA Series 7 and 63/66 licenses required. Professional designations (CFA, CAIA, CIMA, or CFP) are strongly preferred.
  • Willingness to travel nationally for face-to-face practice visits, conferences, and advisor events.

Skills & Attributes

  • Demonstrated track record of building trust, establishing immediate credibility, and driving results with sophisticated wealth advisors.
  • Self-motivated, detail-oriented, and able to work effectively in a fast-paced environment while managing a large national territory.
  • Excellent verbal, written, and presentation skills, with the ability to articulate complex financial concepts clearly and persuasively.
  • Collaborative in nature and willing to thrive in a team focused environment.
  • Leverage data and AI as tools to drive efficiency.

Reporting Relationships

Partner, Head of RIA & Family Offices

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$130,000 - $150,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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