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Senior Wealth Advisor — Lead Holistic Wealth Planning
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 leading financial services firm in New York seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans. The ideal candidate will have over 10 years of experience in financial planning and hold a Series 65, CFP, or CFA designation. You'll be responsible for cultivating client relationships, providing wealth management advice, and collaborating with your team to meet client goals.
This role emphasizes personal and professional growth within a supportive work environment.
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Position Requirements
10+ Years
work experience
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