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Senior Wealth Advisor – CFP/CFA, UHNW Planning & Mentoring
Job in
Elmhurst, Queens County, New York, 11380, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Advisor in Elmhurst, New York. The successful candidate will lead a wealth management team to create comprehensive wealth plans tailored to clients' goals. Responsibilities include cultivating client relationships, preparing wealth management advice, and mentoring associates. Applicants must have a Bachelor's degree, 10+ years of relevant experience, and professional certifications such as Series 65, CFP, or CFA.
Our firm offers a supportive culture focused on professional growth and work-life balance.
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Position Requirements
10+ Years
work experience
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