Wealth Management Consultant | Houston Flexible Growth

CFA Institute

New York, NY

JOB DETAILS
SALARY
SKILLS
Alliance/Partner Management, Chartered Financial Analyst (CFA), Diversity, Management Consulting, Sales, Wealth Management
LOCATION
New York, NY
POSTED
1 day ago

CFA Institute is hiring a Wealth Management Consultant in New York, NY. This role requires you to lead sales initiatives in the Wirehouse Channel while managing relationships and American Funds distributions.Successful candidates will have a strong background in third-party distribution, the ability to build long-term relationships, and relevant certifications. A base salary of $75,000 is complemented by bonuses and benefits, including a 15% retirement contribution.Our commitment to diversity ensures a respectful workplace where all associates can thrive.#J-18808-Ljbffr

About the Company

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CFA Institute