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Private Client Advisor: Wealth & Planning
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-01-12
Listing for:
Byrne Dairy
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: City of Syracuse
A leading financial services firm is seeking a Private Client Advisor to provide exceptional financial planning and advice to clients. This role involves building strong client relationships, delivering personalized investment solutions, and leveraging digital innovations to enhance client experience. Ideal candidates will have at least 2 years of relevant experience, a valid Series 7 license, and skills in client acquisition and relationship management.
Competitive compensation and support for obtaining necessary certifications are offered.
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