Wealth Manager - East Hills, NY

Only for registered members East Hills, NY, United States

6 days ago

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Job summary

Wealth Manager job at Blue Ocean Wealth Solutions LLC. The role involves building long-term client relationships and providing financial planning and portfolio management services.

Qualifications

  • Bachelor's degree in Finance Economics Business Administration or related field.
  • Active Series 7 Series 66 and New York Life Accident & Health licenses.
  • CFP designation preferred.

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