Careers

Join our team

We are actively hiring talented individuals that are highly motivated to be part of a growing advisory firm.

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Open Positions

Certified Financial Planner (CFP®)

This CFP will be an integral part of the business and immediately work with our existing client base to develop and implement financial plans.
Location & Experience:
New York, NY
3+ years, CFP
Full Description

Financial Advisor

An ideal candidate would be looking to grow in a true collaborative, team environment. Ideally in their 30s with an entrepreneurial mindset looking to be part of an emerging and fast growing advisory business.
Location & Experience:
New York, NY
3+ years
Full Description

Client Services Manager

We are looking for a new team member to assist in the day-to-day administrative task of the business, act as a point of contact to clients, and help oversee/manage processes that support multiple client relationships.
Location & Experience:
New York, NY
3+ years
Full Description
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Contact+1-516-805-2024
Info@WealthUnite.com
222 Broadway
19th Floor
New York, NY 10028

WealthUnite Advisors LLC is a Registered Investment Advisory (RIA) firm with the US Securities and Exchange Commission under the following licenses: CRD#: 285807 | SEC# 801-114437. Formerly Highclere Capital, LLC.

Check the background of this firm on FINRA's BrokerCheck and SEC Investment Adviser Public Disclosure. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC or States.

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WealthUnite), will be profitable or equal to any historical performance level. All investment strategies have the potential for profit or loss.

Some features described on this site may only be available through US based accounts. Contact us for more information.

ADV & DISCLOSURES➝Careers➝form crs➝
401(k) Rollover Disclosure: A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) rollover to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If WealthUnite recommends that a client rollover their retirement plan assets into an account to be managed by WealthUnite, WealthUnite acknowledges that it is a “fiduciary” under ERISA. This recommendation creates a conflict of interest if WealthUnite will earn a new (or increase its current) advisory fee as a result of the rollover. No client is under any obligation to roll over retirement plan assets to an account managed by WealthUnite.

UK Pension Rollover Disclosure: A client or prospective client with legacy pensions in the UK typically has five options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the current plan, if permitted, (ii) rollover the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to a self-invested personal pension (SIPP), or (iv) rollover the assets to a qualifying recognised overseas pension scheme (QROPS) (which could trigger a 25% tax on your transfer if you do live in the country where the QROPS is based), or (v) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If WealthUnite recommends that a client rollover their retirement plan assets into an account to be managed by WealthUnite, WealthUnite acknowledges that it is a “fiduciary” under ERISA. This recommendation creates a conflict of interest if WealthUnite will earn a new (or increase its current) advisory fee as a result of the rollover. No client is under any obligation to roll over retirement plan assets to an account managed by WealthUnite.