Associate Financial Advisor — Client & Planning
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Location: New York
Wealth Enhancement Group is seeking an Associate Financial Advisor for our Long Island office in New York. You will work with the advisory team to manage client relationships, prepare financial plans, and assist senior advisors with meetings and follow-up.
The role requires a 4-year degree and relevant credentials (CFP/CPA/MBA progress, Series 7/65/66, insurance licenses) with 2+ years in wealth management. A strong analytical mindset and communication skills are essential.
The Associate Financial Advisor — Client Growth & Planning position in the Finance field is open for applications.
For the Associate Financial Advisor — Client Growth & Planning position at Wealth Enhancement Group, we are reviewing applications now.
Step into the Associate Financial Advisor — Client Growth & Planning role at Wealth Enhancement Group in New York, NY, United States and grow with us.
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