Wealth Advisor: Client-First Planning & Growth

A leading financial institution is seeking a dedicated wealth advisor in Bethpage. The successful candidate will demonstrate strong financial expertise and a commitment to customer-centric service. Responsibilities include managing client relationships, providing tailored financial advice, achieving sales goals, and fostering collaboration with various departments. To excel in this role, having a bachelor’s degree and relevant experience in investment sales is essential, alongside excellent communication and organizational skills. #J-18808-Ljbffr