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Quotient Wealth Partners Jobs (NOW HIRING)

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ... High Emotional Quotient ("EQ") * Determination and Relentless Drive for Success * Spirit of ...

Director, Wealth Management

New York, NY · Hybrid

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

Director, Wealth Management

New York, NY · On-site

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Partners and Managing Directors by providing service and support functions such as:

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

Director, Wealth Management

New York, NY · Hybrid

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

Director, Wealth Management

Foster City, CA · On-site

$170K - $225K/yr

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional ... Support to Managing Directors and Partners by providing service and support functions such as:

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Quotient Wealth Partners information

See salary details

$38K

$81.8K

$112K

How much do quotient wealth partners jobs pay per year?

As of Jul 26, 2026, the average yearly pay for quotient wealth partners in the United States is $81,805.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $98,500.00 per year, depending on experience, location, and employer.

What is the difference between Quotient Wealth Partners vs Financial Advisor?

AspectQuotient Wealth PartnersFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentCollaborative, team-oriented, often in financial firms or advisory firmsClient-facing, independent or within financial institutions
Industry UsageUsed in wealth management firms, financial planning companiesCommonly used across banking, independent advisory firms, and financial planning

Quotient Wealth Partners and Financial Advisors both require similar credentials and operate within the wealth management industry. While Quotient Wealth Partners may focus more on collaborative team environments, Financial Advisors often work directly with clients. Both roles are integral to financial planning and wealth management services, with overlapping skills and certifications.

What is the typical client interaction like for advisors at Quotient Wealth Partners, and how does it influence daily responsibilities?

Advisors at Quotient Wealth Partners regularly engage with clients to discuss financial goals, review portfolio performance, and provide personalized investment advice. These interactions often take the form of scheduled meetings, phone consultations, and email correspondence, requiring advisors to be proactive, responsive, and attentive to client needs. Building long-term relationships is key, and advisors typically collaborate with internal teams such as research analysts and client service associates to deliver comprehensive solutions. As a result, daily responsibilities include preparing client reports, staying updated on financial markets, and coordinating with colleagues to ensure a seamless client experience.

What are the key skills and qualifications needed to thrive as a Wealth Advisor at Quotient Wealth Partners, and why are they important?

To thrive as a Wealth Advisor, you need a solid background in financial planning, investment strategies, and portfolio management, typically supported by a degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software, CRM systems, and market analytics tools is essential. Strong interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help you build lasting client relationships. These skills are crucial for delivering tailored financial solutions and fostering client confidence in a competitive wealth management environment.

What are Quotient Wealth Partners?

Quotient Wealth Partners is a financial advisory firm that specializes in providing wealth management services to individuals, families, and businesses. They offer personalized financial planning, investment management, retirement planning, and other related services. Their advisors work closely with clients to develop strategies tailored to their unique financial goals and circumstances. The firm is known for its client-focused approach and commitment to delivering objective, transparent advice.
More about Quotient Wealth Partners jobs
What cities are hiring for Quotient Wealth Partners jobs? Cities with the most Quotient Wealth Partners job openings:
What states have the most Quotient Wealth Partners jobs? States with the most job openings for Quotient Wealth Partners jobs include:
Infographic showing various Quotient Wealth Partners job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $81,805 per year, or $39.3 per hour.

Wealth Advisor-New York

RK Partners

Westchester, NY

Other

Posted 2 days ago


Job description

Wealth Advisor

Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients' inner circle, the Wealth Advisor intimately understands each client's values, lifestyle and philanthropic goals. They connect clients to the firm's vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients' financial well-being while standing out among a crowded field.

What We're Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:

  • Entrepreneurial Spirit
  • Intellectual Curiosity
  • High Emotional Quotient ("EQ")
  • Determination and Relentless Drive for Success
  • Spirit of Generosity in Working With and Within Their Community
  • Excellent Interpersonal and Communication Skills
  • Structure and Discipline

...and the following qualifications:

  • An existing network that can be continuously cultivated and expanded within the community
  • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
  • Comfortable interacting with individuals of significant wealth
  • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
  • Trustworthiness and personal integrity that is beyond reproach
  • A passion for investing and for people

Who We Are:Our client advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. 

What We Stand For: 

TRUSTWORTHINESS-We are accountable. Integrity, transparency and reliability are core to our business model.

INNOVATION-We're always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.

TEAMWORK-We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.

EQUITY-We are committed to building a culture of diverse perspectives - one where all employees feel valued and are treated fairly.

COMMUNITY-We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.

RESPONSIBILITY-We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.

Our Market-Leading Training Program:The firm's culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn't stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.

Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.