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Senior Wealth Strategy Advisor

Job in New York, New York County, New York, 10261, USA
Listing for: Goldman Sachs Group, Inc.
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

A leading financial services firm is seeking a Wealth Strategist Associate in New York, NY. The ideal candidate will have a strong academic foundation and relevant experience, particularly in client relationship management and financial planning. Responsibilities include collaborating with Wealth Advisors, educating teams on insurance strategies, and developing client relationships. This role requires excellent communication skills and a proactive attitude towards driving revenue and enhancing client satisfaction.
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Position Requirements
10+ Years work experience
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