About this role
Wealth Advisor at Employer. Location: New York, New York, United States. Role: providing advice, cultivating relationships, preparing plans Requirements: Bachelor's degree, 5+ years relevant experience, Series 65/CFP/CFA required, mastery of financial planning software, strong communication and mentoring skills, clean U4 required. Category: Finance Seniority: Senior Level Tools: eMoney, MoneyGuide Pro Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English