About this role
Wealth Consultant at undefined. Location: Albany, New York, United States. Role: Develops relationships, Delivers investment, Identifies opportunities Requirements: Licenses in NY Life/Health; FINRA Series 7 & 65/66; Bachelor's degree; 3+ years investment product experience preferred; strong client relationships; willing to travel. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite, Teams, Outlook Certifications: new york state life and health insurance, finra series 7, finra series 65 or 66 Commitment: Full Time Workplace: Onsite Languages: English