Senior Wealth Advisor & Client Strategy Lead

A leading wealth management firm in New York is seeking an AVP, Wealth Advisor to manage clients' financial aspirations through tailored advisory services. The ideal candidate will have 4-7 years of wealth management experience and a Bachelor's degree in finance or a related field. Responsibilities include managing client engagements, analyzing investment objectives, and monitoring client portfolios. The firm offers a competitive salary, comprehensive benefits, and a team-oriented culture focused on putting people first. #J-18808-Ljbffr