Senior Client Advisor - Financial Planning & Growth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-11
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Modern Wealth Management in New York is seeking a Lead Advisor responsible for client retention and managing ongoing client relationships. This role emphasizes reviewing client financial plans and investment recommendations with existing clients while mentoring Relationship Managers.
The ideal candidate will have at least 5 years of experience in financial planning or investment management along with strong communication skills. This position is vital for maintaining existing client relationships and solving complex financial issues.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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