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Financial Consultant Wealth Management Financial Advisor Financial Services

Wealth Management Advisor - Private Clients

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Crawford Thomas Recruiting
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Melville, NY is seeking a Financial Advisor to manage private wealth and institutional client relationships. The ideal candidate will have a strong background in financial planning and investment analysis, with at least 3 years of experience in financial advisory. This position requires a Bachelor's degree, client relationship management skills, and the ability to collaborate effectively within a team.

The firm offers a comprehensive benefits package and professional development opportunities.
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