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Senior Wealth Advisor - Lead High-Net-Worth Planning
Job in
Ridgewood, Queens County, New York, 11385, 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 financial services firm in Ridgewood is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans. This role involves client relationship cultivation, wealth management advice, and team mentorship. Candidates should have a Bachelor's degree, 10+ years' experience, and required certifications like CFP or CFA. Expertise in managing high-net-worth clients and proficiency in financial planning software is essential.
The firm values professional growth and offers a collaborative work environment.
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Position Requirements
10+ Years
work experience
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