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Elite Private Client Advisor
Job in
Cold Spring Harbor, Suffolk County, New York, 11724, USA
Listed on 2026-02-01
Listing for:
Citizens Bank
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial institution is seeking a Financial Advisor in Cold Spring Harbor, NY, to acquire and manage high-net-worth clients. This role requires 3-5 years of banking or wealth management experience and various required licenses including SIE and Series 6 or 7. The advisor will deepen client relationships and provide exceptional financial planning services, using Salesforce CRM to track client activity.
Competitive salary and comprehensive benefits are offered, including flexible work arrangements.
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