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Financial Advisor Wealth Manager jobs in New York

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FINANCIAL ADVISOR/INVESTMENT MANAGEMENT

Advise clients on investment strategies and other financial decisions. Assess clients' assets, liabilities and overall financial conditions. Prepare presentations that recommend various financial products. Review and communicate p...

CompanyMcdonnaugh Securities
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted 4 weeks ago See detail

Financial Advisor/Investment Management

Mcdonnaugh Securities

New York, NY

Advise clients on investment strategies and other financial decisions. Assess clients' assets, liabilities and overall financial conditions. Prepare presentations that recommend various financial products. Review and communicate p...

4 weeks ago seen See more...

Financial Literacy Benefit Advisor/Senior Case Manager

Volunteers Of America Greater New York

Bronx, NY

life insurance, retirement plan

Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...

2 months ago seen See more...

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