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A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams. The ideal candidate has 5-7+ years in wealth advisory or related fields, with strong communication skills and financial expertise. Join us to reshape the wealth management industry and make an impactful legacy.

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

16 days ago

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