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Financial Planner & Client Advisor
Job in
Uniondale, Nassau County, New York, 11553, USA
Listed on 2026-01-12
Listing for:
Wizehire
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Financial Planning Consultant to help clients achieve their financial goals. The ideal candidate will have a proven success record advising clients, excellent math and communication skills, and relevant licenses. Responsibilities include compiling financial information, presenting recommendations, and ensuring exceptional customer service. The expected compensation is $150,000 at plan earnings.
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