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Senior Wealth Advisor - Lead Comprehensive HNW Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans tailored to clients' goals. The ideal candidate should have over 10 years of relevant experience, including wealth management and financial planning, along with necessary certifications. This role includes nurturing client relationships, providing customized investment portfolios, and fostering team development. The firm emphasizes professional growth and a supportive culture, making it a great place for dedicated advisors.
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Position Requirements
10+ Years
work experience
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