Wealth & Insurance Strategy Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-02
Listing for:
Goldman Sachs Bank AG
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial services firm based in New York is looking for a Wealth Strategist Associate to enhance client relationships and deliver sophisticated wealth strategies. Candidates should possess strong analytical and communicative skills, a relevant academic background, and 1-3 years of experience in insurance and annuity products. The role involves collaborating with advisors, educating on advanced strategies, and achieving ambitious financial targets, contributing significantly to the firm's growth and client satisfaction.
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