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Senior Wealth Advisor: Lead High-Net-Worth Portfolios
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 an experienced Senior Wealth Advisor to lead a team in creating comprehensive wealth plans. The successful candidate will build strong client relationships, manage complex financial issues, and ensure client satisfaction. Candidates must have at least 10 years of experience in financial planning, possess relevant certifications, and have a proven track record with high net worth clients.
This role promotes professional growth within a supportive team environment.
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Position Requirements
10+ Years
work experience
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