Private Client Consultant - Wealth & Education
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-27
Listing for:
Willow Wealth Inc.
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York is seeking a Client Consultant to manage and grow relationships with high net worth clients. In this hybrid role, you'll educate clients on investment strategies and leverage your sales expertise to drive growth in assets under management. The ideal candidate has 3-7 years of experience in financial services, strong interpersonal skills, and a Series 7 license.
Join us in empowering investors and expanding their portfolios through our innovative platform.
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