Senior Wealth Advisor & Financial Planning Consultant
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-19
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services company is seeking a Financial Consultant in New York to provide wealth management and financial planning advice. The ideal candidate will hold a valid FINRA Series 7 license and participate in client relationship management. Responsibilities include providing investment advice and growing client assets through referrals. This role emphasizes relationship building and community engagement, offering a competitive benefits package, along with opportunities for professional development.
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Position Requirements
10+ Years
work experience
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