Senior Wealth Advisor & Strategy Lead

A financial advisory firm based in New York is seeking a Senior Vice President to lead wealth management strategies for high net-worth clients. The ideal candidate will have over 10 years of wealth management experience and a CFP designation. Responsibilities include managing client engagements, executing investment activities, and mentoring advisory staff. This role demands excellent communication skills, strong organizational abilities, and the adaptability to embrace change. A bachelor's degree in finance or a related field is essential. #J-18808-Ljbffr