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Senior Wealth Advisor — Lead Comprehensive Wealth Planning
Job in
Elmhurst, Queens County, New York, 11380, 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 in Elmhurst seeks a Senior Wealth Advisor to lead a wealth management team. You will be responsible for creating comprehensive financial strategies tailored to clients' goals. The ideal candidate should possess over 10 years of relevant experience and hold series 65, CFP, or CFA certifications. Strong wealth management and interpersonal skills are essential for advising high-net-worth clients.
The firm offers a supportive culture that fosters professional growth and community engagement.
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Position Requirements
10+ Years
work experience
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