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Strategy Leader, Wealth Advisory
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-02
Listing for:
Valley National Bank
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: New York
A leading financial institution in New York is seeking an experienced individual to lead financial planning and investment strategy. The role requires over 10 years of experience in wealth management and a strong background in business development and client relationship management. Candidates should possess excellent leadership and communication skills, as well as proficiency in financial planning tools. This position offers a challenging environment focused on delivering top-tier advisory services to clients.
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