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Senior Wealth Advisor - Lead Comprehensive HNW Planning
Job in
Ridgewood, Queens County, New York, 11385, USA
Listed on 2026-03-12
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Ridgewood, New York, is seeking a Senior Wealth Advisor to lead a team that devises comprehensive wealth plans aligned with clients' goals. The ideal candidate will possess over 10 years of relevant experience and hold a Series 65, CFP, or CFA designation. Responsibilities will include client relationship management and collaboration with a dedicated advisor team to deliver customized financial strategies.
This role fosters professional growth in a supportive environment.
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Position Requirements
10+ Years
work experience
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