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Senior Wealth Advisor & Team Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-11
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in New York, NY is looking for a Senior Wealth Advisor to lead a wealth management team. The role involves building client relationships and creating comprehensive wealth plans tailored to clients' values and goals. Ideal candidates will have at least 10 years of experience in financial planning and hold relevant certifications such as Series 65, CFP or CFA.
The firm emphasizes a culture that supports professional growth and collaboration among advisors.
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Position Requirements
10+ Years
work experience
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