Client & Onboarding AVP
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-29
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance, Wealth Management, Regulatory Compliance Specialist
Job Description & How to Apply Below
Location: New York
A financial services firm is seeking a seasoned professional to oversee client onboarding and account opening processes. The role emphasizes strong analytical skills and client-focused service, requiring 3-7 years of relevant experience in wealth management or a financial services role. Candidates must possess a Bachelor's degree and certifications such as FINRA SIE, Series 7, and Series 66. This position offers a comprehensive benefits package and is located in New York, New York.
The salary range is $98,960.00 - $ annually.
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