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Strategic Financial Planner & Advisor
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 Advisor, Financial Consultant
Job Description & How to Apply Below
Location: New York
A financial services company is seeking a Financial Planner in New York. The role involves providing financial planning and advisory services, developing investment strategies, executing retirement planning, and managing client relationships. Candidates should be able to cultivate new clients and develop a book of business, while also handling account management and financial documentation. Strong interpersonal skills are essential for relationship management in this fast-paced environment.
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