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Strategic Wealth Advisor: Client & Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York seeks a Wealth Advisor to help clients define their financial goals and develop tailored investment strategies. The role requires strong client relationship management skills and at least 3 years of financial services experience. Candidates should possess required FINRA registrations (Series 7, 63, and 65 or 66). The firm offers competitive compensation along with a comprehensive benefits package that promotes financial well-being for both clients and associates.
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