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Financial Advisor - Servicing
Firm: Wall Street Alliance Group Location: New York, NY (Manhattan 7th Ave & W 34th St.)Position: Hybrid – In office 3 days/week Job Summary The Financial Advisor will play a critical role in supporting existing clients and driving new business for Wall Street Alliance Group. This position involves being the primary point of contact for clients, developing and delivering comprehensive financial plans, and engaging with clients to understand their financial goals. Responsibilities include managing client communications, analyzing investment portfolios, and contributing to firm initiatives. The role requires attending conferences and networking events, with travel required
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