Wealth Management Consultant - Houston | Flexible Work

CFA Institute

New York, NY

JOB DETAILS
SALARY
$75,000–$100,000 Per Year
SKILLS
Chartered Financial Analyst (CFA), Construction, Management Consulting, Mutual Funds, Presentation/Verbal Skills, Relationship Management, Sales, Team Player, Wealth Management
LOCATION
New York, NY
POSTED
1 day ago

CFA Institute is seeking a Wealth Management Consultant to lead sales initiatives in the Cross Channel segment in New York, NY. You will manage relationships and deliver presentations while working collaboratively with a territory team.The role requires a proven background in third-party distribution, knowledge of ETFs and Mutual Funds, and a deep understanding of portfolio construction. The base salary ranges from $75,000 to $100,000+, alongside performance bonuses and a generous benefits package.#J-18808-Ljbffr

About the Company

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CFA Institute