Senior Client Advisor

Company: CyberCoders
Location: Katonah
Posted on: January 26, 2026

Job Description:

Job Description Job Description Senior Client Advisor Senior Client Advisor Position Overview The Senior Client Advisor is responsible for providing comprehensive wealth management services to high-net-worth clients. This role requires a deep understanding of financial planning, investment strategies, and portfolio management to effectively address clients' needs and goals while fostering long-term relationships. Key Responsibilities Develop and manage client relationships by understanding their financial needs and objectives Provide tailored wealth management advice and investment strategies to high-net-worth clients Conduct regular portfolio reviews and performance assessments to ensure alignment with client goals Collaborate with other financial professionals to deliver holistic financial solutions Stay updated on market trends and regulatory changes that may impact client portfolios Prepare and present detailed financial plans and investment proposals to clients Qualifications Bachelor's degree in Finance, Economics, or a related field Minimum of 5 years of experience in wealth management or financial advisory Strong understanding of investment products, financial planning, and regulatory requirements Excellent communication and interpersonal skills CPA or CFP certification is a plus Proven ability to build and maintain client relationships - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 01/22/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Keywords: CyberCoders, Albany , Senior Client Advisor, Accounting, Auditing , Katonah, New York