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Wealth Planning Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-16
Listing for:
Janney Montgomery Scott
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in New York is looking for a motivated individual to join their Financial Advisor Team. This role involves collaborating with experienced Financial Advisors, assisting with day-to-day operations, and delivering personalized wealth management advice. Candidates should have over 3 years of experience in financial planning, possess strong communication and problem-solving skills, and be familiar with financial planning software.
Attractive compensation and benefits package available.
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Position Requirements
10+ Years
work experience
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