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Wealth Solutions Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in New York seeks an experienced professional to manage client relationships and enhance service delivery. The role requires in-depth knowledge of financial planning and wealth management, with responsibilities that include preparing proposals, identifying business opportunities, and collaborating to provide exceptional client experiences. The ideal candidate will have 4-6 years of relevant experience, a post-secondary degree, and possess excellent problem-solving and communication skills.
Competitive salary and benefits are offered.
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