Wealth Planning & Client Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-08
Listing for:
Bluespring Wealth Partners
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Location: New York
A financial planning firm in New York seeks a professional to help identify clients’ financial objectives and deliver tailored financial plans. You will support client relationships and collaborate with teams to ensure an exceptional client experience. The ideal candidate has a CFP® designation and five years of experience in financial planning, along with strong communication and teamwork skills. A degree is required and familiarity with financial planning software is preferred.
The position offers competitive compensation and benefits.
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