A leading financial services organization in New York is seeking a Senior Wealth Advisor to develop client relationships and offer comprehensive financial planning services. The ideal candidate has 5-8 years of related experience and effective communication skills, along with securities licenses. This role includes compliance management and requires a self-starter attitude. Competitive salary and extensive benefits package available.
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Senior Wealth Advisor – Private Banking & Planning in new york at Unknown Company
This position is listed as full time and onsite.