Senior Wealth Advisor - Fintech & High Net Worth
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-02
Listing for:
Savvy Wealth, Inc.
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York is seeking an experienced Senior Wealth Advisor to develop and manage high net worth client relationships. The role involves advising clients on financial strategies, working closely with product teams, and contributing to a fintech-driven environment. Ideal candidates have over 10 years of advisory experience and hold relevant certifications. Competitive salary and benefits offered, including unlimited PTO and access to comprehensive health plans.
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Position Requirements
10+ Years
work experience
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