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Senior Wealth Advisor - Fiduciary, Holistic Planning

Job in New York, New York County, New York, 10261, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 85000 - 145000 USD Yearly USD 85000.00 145000.00 YEAR
Job Description & How to Apply Below
Location: New York

A leading financial advisory firm seeks a Wealth Advisor in New York. The role focuses on deepening client relationships while providing tailored financial solutions. Candidates should have substantial experience in financial planning or advisory roles, preferably with certifications like CFP. The position offers a hybrid work environment, competitive salary range of $85,000 - $145,000 USD, and comprehensive benefits including paid time off and health insurance.

Join us to make a difference in clients’ financial journeys.
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Position Requirements
10+ Years work experience
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