Senior Wealth Advisor - Estate, Tax & Investment Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Empirical Financial Services, LLC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position offers competitive salary options with unlimited income potential and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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