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Senior Wealth Planner & Team Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
Mariner
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in New York is seeking a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans for clients. The ideal candidate will have over 10 years of experience and hold a Series 65, CFP, or CFA designation. Key responsibilities include cultivating client relationships, leading client meetings, and collaborating with teams to provide tailored financial solutions.
This role emphasizes professional growth in an innovative workplace and diverse culture.
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Position Requirements
10+ Years
work experience
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