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Private Client Advisor - Wealth & AUM
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-06
Listing for:
Willow Wealth
Full Time
position Listed on 2025-12-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Location: New York
A financial services firm in New York is seeking a Client Consultant to join their Private Client Group. In this role, you will manage relationships with high-net-worth individuals, drive growth through new client acquisition, and educate investors on various financial strategies. Ideal candidates will have 3-7 years of sales experience within financial services and a Series 7 license. Competitive compensation includes health coverage, unlimited PTO, and a 401(k) match.
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