Executive Director of Wealth Strategy & Client Guidance

A leading financial services firm is seeking a Client Specialist in New York. The role focuses on developing new wealth relationships and enhancing existing ones by providing tailored wealth management advice. Candidates should have over 7 years of experience in wealth management, with strong skills in sales and client relationship building. A college degree is essential, and licenses such as series 7 and 63 are required. The position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr