Senior Wealth Investment Advisor
Listing sourced from adzuna on 7/2/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Overview: Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.…
Salary Context for Financial Analyst
The US national median for Financial Analyst is $99,890; in New York the median is $134,852 (+35% vs national).
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