About this role
Wealth Advisor at NerdWallet Wealth Partners. Location: New York City, New York, United States. Role: Developing relationships, Planning and advising, Managing CRM Requirements: Minimum 5 years in financial services; strong client management; CFP/CFA/CPA preferred; Series 65 within 1 month if needed; proficient with Google Workspace; fiduciary-focused; strong communication and organization. Category: Finance and Accounting Seniority: Mid Level Tools: Google Workspace Certifications: cfp, cfa, cpa, series 65 Commitment: Full Time Workplace: Onsite Languages: English