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Senior Wealth Advisor — Lead Comprehensive Wealth Planning
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 Consultant
Job Description & How to Apply Below
A national financial services firm in New York is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth management strategies. The ideal candidate will possess a Bachelor's degree and over 10 years of experience in financial planning. Key responsibilities include maintaining client relationships, leading meetings, and mentoring associates. The successful candidate will demonstrate mastery of financial planning software and effective communication skills, contributing to a collaborative work environment.
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Position Requirements
10+ Years
work experience
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