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Senior Wealth Advisor Affluent Clients
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-23
Listing for:
TIAA
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A financial services firm in New York seeks a Wealth Management Advisor to partner with affluent clients in identifying financial goals and providing tailored financial solutions. The ideal candidate will have over 5 years of experience in client management and possess essential FINRA licenses. This position offers a competitive benefits package with a focus on wellness and work-life balance. Commitment to ethical practices and diversity is fundamental in this organization.
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Position Requirements
10+ Years
work experience
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