Wealth Management Advisor (New York, NY)
Listing sourced from adzuna on 9/3/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will: Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests Serve as the primary financial contact, navigating complex situations and guiding clients through and into retire…
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).
Tailor your resume to this role before applying
75% of applicants get filtered by ATS before a human reads them. Run a free 60-second scan to see what keywords are missing from your resume.
Free ATS ScanSimilar Jobs
Pricing Senior Analyst
Financial Advisor - Minneapolis - St. Paul
Financial Data Analyst
Financial Analyst
Risk Management - Leveraged Finance Investment Banking Credit Risk - Healthcare - Vice President
Investment Banking - Strategic Investment Group, Infrastructure - Analyst
Pass the ATS Filter Before Applying
Most resumes never reach a human. CVCraft scans your resume against this exact role's keywords in 60 seconds — free.
Scan My Resume Free