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Wealth Management Partner: Client Relationships
Job in
Manhasset, Nassau County, New York, 11030, USA
Listed on 2026-02-15
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Manhasset
A leading financial services firm is seeking a Financial Consultant Partner in New York to support an affluent wealth management practice. The role requires a Series 7 and Series 66 license. Candidates should have strong communication skills and experience in the Financial Services Industry. Responsibilities include client relationship management and uncovering business development opportunities. The firm offers competitive benefits, including a 401(k) plan and paid time off.
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