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Senior Wealth Advisor — Lead Holistic Wealth Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-10
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services firm in New York is seeking a Senior Wealth Advisor to lead a wealth management team. Responsibilities include cultivating client relationships, leading client meetings, and mentoring associates. Candidates should have a Bachelor's degree, over 10 years of relevant experience, and hold certification in Series 65, CFP, or CFA. Ideal applicants will possess wealth management experience with high-net-worth clients and mastery of financial planning software.
The firm promotes professional growth and a supportive culture.
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Position Requirements
10+ Years
work experience
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