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Wealth Management Financial Advisor

Senior Wealth Advisor – CFP​/CFA, UHNW Planning & Mentoring

Job in Brooklyn, Kings County, New York, 11210, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A national financial services firm located in Brooklyn is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans tailored to clients' financial goals. The role requires 10+ years of experience in financial planning and certifications such as CFP or CFA. Candidates must demonstrate exceptional interpersonal skills and the ability to cultivate strong client relationships. The firm fosters a culture of professional growth and teamwork, offering a supportive work environment.
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Position Requirements
10+ Years work experience
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