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Westchester Wealth Advisor Portfolios

Job in New York, New York County, New York, 10261, USA
Listing for: PTR Global
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 160000 - 170000 USD Yearly USD 160000.00 170000.00 YEAR

Job Description & How to Apply Below

Position: Westchester Wealth Advisor – Growth & Portfolios
Location: New York

PTR Global is seeking a Wealth Advisor for a client bank in Westchester, NY, combining portfolio management with advisory relationships. The role includes risk assessment, investment planning, and ongoing relationship management while identifying opportunities to grow AUM.

You will navigate compliance, use CRM and investment platforms, and travel to client sites as needed. A strong sales background and Series 65/66 are required; 3–5 years in financial services preferred.

We have an opening for a Westchester Wealth Advisor – Growth & Portfolios in New York, NY, United States within Finance, Sales.

This opening is for the Westchester Wealth Advisor – Growth & Portfolios role at PTR Global.

We are seeking a motivated Westchester Wealth Advisor – Growth & Portfolios to join PTR Global in New York, NY, United States.

Consider building your career as a Westchester Wealth Advisor – Growth & Portfolios at PTR Global.

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