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Wealth Advisor: Assets & Lead Client Relationships
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-05-30
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Location: New York
Crump Life Insurance Svcs Inc is seeking a Financial Advisor in New York to deliver tailored investment solutions, increase assets under management, and develop client relationships.
The ideal candidate holds a Bachelor's in Business or Finance and relevant FINRA licenses, displaying strong analytical and interpersonal skills. This position focuses on achieving sales through a consultative approach, adherence to professional ethics, and maintaining strong partnerships across teams.
Commissions-based compensation and comprehensive benefits are offered, including medical, dental, and life insurance.
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