Wealth Advisor: HNW Relationships & Investment Strategy
Calamos Investments
A leading investment firm is seeking a Wealth Advisor based in New York, NY. This position serves as the primary contact for Wealth Management clients, focusing on relationship building and investment strategy coordination. Ideal candidates will hold a Bachelor’s degree and possess strong communication skills. The role involves client interaction, financial strategy development, and reporting, requiring travel up to 25% for client visits. The firm offers a dynamic environment with a strong emphasis on professional growth and client satisfaction. #J-18808-Ljbffr Calamos Investments
Vacancy posted 4 days ago
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