Senior Financial Advisor & Client Relationship Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-10-07
Listing for:
Longwave Financial, LLC
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least 5 years of advisory experience and ideally have or be pursuing a CFP designation. A hybrid work schedule is offered, requiring some client travel. Join a motivated team that values work/life balance and shared interests in personal growth.
This is a great position to take on the Senior Financial Advisor & Client Relationship Leader role at Longwave Financial, LLC. We are looking to fill the Senior Financial Advisor & Client Relationship Leader position at Longwave Financial, LLC in New York, NY, United States. The Senior Financial Advisor & Client Relationship Leader role at Longwave Financial, LLC is now open for applications in New York, NY, United States.
Position Requirements
10+ Years
work experience
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