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Senior Wealth Advisor: Private Client & Planning

Job in New York, New York County, New York, 10261, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
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 in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This full-time role requires strong communication and problem-solving abilities alongside investment advisory qualifications. Competitive salary and benefits offered, including medical, dental, and retirement plans.
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Position Requirements
10+ Years work experience
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