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Senior Financial Planner, UHNW Wealth Advisory
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-30
Listing for:
HSBC
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
HSBC is seeking a Financial Planner to deliver tailored financial planning advice to clients. This role emphasizes connecting clients' goals with HSBC products while offering expertise in retirement planning and executive compensation. Candidates will work collaboratively within a specialized team and support high-net-worth clients.
The ideal candidate will have a Certified Financial Planner designation, extensive experience in financial planning, and strong sales acumen. Opportunities for professional development and community engagement are available.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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