Full-Time Senior Financial Advisor jobs in Kingston, NY

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SENIOR FINANCIAL ADVISOR, KINGSTON

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

CompanySavvy Wealth
AddressKingston, NY
CategoryAccounting/Finance
Job typeFull-Time
Date Posted a month ago See detail

Senior Financial Advisor, Kingston

Savvy Wealth

Kingston, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...