Senior Client Advisor

Company Description Gaber Group specializes in advanced estate planning, helping clients navigate the complexities of wealth creation, asset protection, and tax-efficient strategies. By working closely with trusts and estates attorneys, certified public accountants, and wealth advisors, Gaber Group ensures a comprehensive and holistic approach to financial planning. Known for its exceptional attention to detail and innovative concepts, Gaber Group has a proven track record of creating significant, long-lasting impacts for clients and their families. Based on a foundation of superior service and expertise, our team empowers clients to confidently plan for their financial future while living comfortably today. Role Description The Senior Client Advisor is a full-time, on-site role located in New York, NY. As a Senior Client Advisor, you will be responsible for building relationships with clients, providing advanced financial and estate planning solutions, and acting as a trusted resource for their wealth management needs. This role includes creating personalized strategies, collaborating with legal and financial professionals, and staying up-to-date with regulatory and market changes. You will ensure excellence in client service, maintain compliance standards, and contribute to the long-term financial success of your clients. Qualifications Comprehensive knowledge in financial planning, estate planning, and wealth management Strong relationship-building and interpersonal skills to develop and maintain client trust Ability to analyze complex financial data and create tailored strategies Superior communication and presentation skills, both written and verbal Proficiency in financial and compliance regulations Experience collaborating with professionals across disciplines, such as attorneys and accountants Proven ability to manage client portfolios and deliver exceptional client service Bachelor’s degree in Finance, Business Administration, or related field; advanced certifications such as CFP, CFA, or CPA preferred Previous experience in a senior advisory or client-facing financial role is highly desirable