Elite Family Office Wealth Advisor — Client Leadership
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A leading financial advisory firm in New York seeks a seasoned wealth management professional to lead client relationships. The role demands exceptional service, proactive advice, and effective teamwork. Candidates should possess extensive experience in financial planning, investment strategy, and client engagement. A Bachelor's degree in a relevant field and CFP or other advanced credentials are essential. The position offers a competitive salary with a range of $125,000 - $150,000 along with comprehensive benefits and professional growth opportunities.
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