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Senior Wealth Advisor — Lead Comprehensive Wealth 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 national financial services firm is seeking a Senior Wealth Advisor to lead a team in developing comprehensive wealth plans. The ideal candidate will have over 10 years of experience in financial planning, strong interpersonal skills, and relevant certifications like CFP or CFA. Responsibilities include cultivating client relationships, leading meetings, and providing tailored financial advice to high-net-worth clients. This role emphasizes professional growth within a collaborative and innovative workplace environment.
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Position Requirements
10+ Years
work experience
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