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Senior Wealth Relationship Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-26
Listing for:
Aumni
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Sales
Job Description & How to Apply Below
Twin Thread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary licenses like Series 7 and 63.
The ideal candidate will have a proven track record in marketing wealth management services and possess strong communication skills. A competitive compensation package, including various benefits, is offered to new employees.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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