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Voyager Wealth Management, LLC Logo
Voyager Wealth Management, LLC

Lake Geneva, Wisconsin

Cassaday & Company, Inc.

McLean, Virginia

Summitry Logo
Summitry

Foster City, California

Canopy Wealth Management Logo
Canopy Wealth Management

Middleton, Wisconsin

Crawford Investment Counsel Logo
Crawford Investment Counsel

Atlanta, Georgia

Sincerus Advisory Logo
Sincerus Advisory

New York, New York

Fiera Capital Logo
Fiera Capital

Dayton, Ohio

Kondo Wealth Advisors Logo
Kondo Wealth Advisors

Pasadena, California

Whelan Financial Logo
Whelan Financial

Fresno, California

BankSouth

Greensboro, Georgia

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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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