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Senior Wealth Advisor & Team Lead - Comprehensive Planning
Job in
Elmhurst, Queens County, New York, 11380, 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 Advisor
Job Description & How to Apply Below
A national financial services firm in Elmhurst is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans tailored to high net worth clients. The ideal candidate will possess over 10 years of relevant experience and hold qualifications such as Series 65, CFP, or CFA. This role demands strong interpersonal skills and the ability to cultivate client relationships effectively, driving both professional and personal growth within a supportive team environment.
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Position Requirements
10+ Years
work experience
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