A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65 license and experience in wealth management. Strong client communication and organization skills are essential. The position comes with competitive compensation and benefits. #J-18808-Ljbffr
Wealth Management Client Advisor - High-Net-Worth • Huntington, NY, United States
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs.This exciting opportunity at Jovia Credit Union invites you to join our ... Show more
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the U... Show more
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Fairfield, Connecticut, United States Or refer someone Job Openings Financial & Wealth Advisors.About the Job Financial & Wealth Advisors.Financial & Wealth Advisors: Provide financial planning and... Show more
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor.Leads, hires, coaches and develops assigned team.Works c... Show more
