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Senior Wealth Advisor – Retirement & Investments
Job in
Sparkill, Rockland County, New York, 10976, USA
Listed on 2026-02-19
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Sparkill, New York, is seeking a financial planner to build long-term client relationships and guide them through wealth management. This role requires FINRA Series 7 & 63 prior to hire, with a preference for CFP certification. Candidates will engage clients face-to-face, empowering them with personalized planning and education on investment options. The institution offers a competitive total rewards package, promoting a supportive work environment that values integrity and customer service.
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Position Requirements
10+ Years
work experience
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