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Wealth Advisor: Client & Fiduciary Focus
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-23
Listing for:
Mercer Advisors
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 leading financial services firm in New York seeks an experienced Wealth Advisor to deepen client relationships and grow their practice through referrals. You will leverage a dedicated team of experts and advanced knowledge of financial planning to help clients achieve their goals. The ideal candidate will have a Bachelor's degree, CFP certification, and 7-10 years of relevant experience. A hybrid work schedule is offered, alongside competitive compensation including base salary and bonuses.
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