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Strategic Financial Advisor & Planner
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-28
Listing for:
TradeJobsWorkForce
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in New York is seeking an experienced financial advisor to develop tailored financial plans for clients. You will analyze financial data, provide strategic investment and insurance advice, and review client accounts regularly. The ideal candidate will have a financial certification and strong communication skills. This role is crucial for building and maintaining client relationships while helping them achieve their financial objectives.
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