About Us

Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us.

Position Overview

We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment.

Key Responsibilities

• Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base.
• Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies.
• Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives.
• New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities.
• Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions.
• Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios.

Qualifications

• 5+ years of experience in financial advisory, wealth management, or investment management.
• A proven book of business with the ability to bring in new clients and assets.
• Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning.
• Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.).
• Strong communication, relationship-building, and presentation skills.
• A passion for client service and delivering superior financial solutions.
• Self-starter with the ability to thrive in a fast-paced, growth-oriented environment.
• A team-oriented mindset with a focus on collaboration and achieving shared goals.

Why Join Us

• Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement.
• Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package.
• Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success.
• Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts.