Private Client Wealth Partner
Job in
Franklin Square, Nassau County, New York, 11010, USA
Listed on 2026-02-16
Listing for:
Citizens
Part Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A leading financial services provider in Franklin Square is seeking a Private Client Relationship Manager (PCRM) to manage relationships with affluent clients. This role entails acquiring new clients, delivering high-level financial planning, and maintaining long-lasting client relationships. Candidates should possess 3-5 years in banking or wealth management, required licenses (SIE, Series 6, 63), and exemplary communication skills. The position offers a competitive salary range of $81,000 - $95,000 per year along with generous benefits.
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