Private Wealth Management Investment Consultant

What you’d do

Advise clients on investment strategy, analyze opportunities and client needs, and build relationships through financial planning and wealth management. Full time in New York; also prepares presentations and seminars for business development. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• 3–5 years of successful work experience
• Active Series 7, 63 and 65 or Series 7 and 66
• Or pass Series 7 and 66 within company timeframe
• Client and co-worker communication skills