Wealth Advisor: Client-First Planning & Growth

A leading financial institution in New York is seeking an experienced financial advisor to deliver exceptional service and financial planning to clients. The role involves direct client engagement, ensuring a comprehensive onboarding experience, and achieving sales targets. Ideal candidates will have sales experience, strong financial knowledge, and relevant certifications. The position offers developmental support and a commitment to fostering an inclusive work environment. #J-18808-Ljbffr