Wealth Management Client Advisor - High-Net-Worth
Job in
Town of Huntington, Suffolk County, New York, USA
Listed on 2026-10-14
Listing for:
MOHR Talent
Full Time
position Listed on 2026-10-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65 license and experience in wealth management. Strong client communication and organization skills are essential. The position comes with competitive compensation and benefits.
As a Wealth Management Client Advisor
- High-Net-Worth, you will play an important part at MOHR Talent in Town of Huntington, NY, United States. This is a genuine position to take on the Wealth Management Client Advisor
- High-Net-Worth role at MOHR Talent. We invite applications for the Wealth Management Client Advisor
- High-Net-Worth position located in Town of Huntington, NY, United States. The following opening is for a Wealth Management Client Advisor
- High-Net-Worth with MOHR Talent.
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