Wealth Advisor: Strategic Financial Partner
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-01-15
Listing for:
TIAA
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
Location: City of White Plains
A financial services firm is seeking a Wealth Advisor in White Plains, NY, to partner with clients in identifying financial goals and analyzing their landscape. The role requires managing a book of business, developing tailored investment strategies, and ensuring compliance with financial regulations. Candidates should have a university degree and 3+ years in financial services, with completion of specific certifications.
A competitive salary is offered, reflective of experience and performance.
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