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Senior Advisor jobs in White Plains, NY

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SENIOR FINANCIAL ADVISOR, YONKERS

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

Senior Financial Advisor, Yonkers

Savvy Wealth

Yonkers, 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...

a month ago seen See more...

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