About this opportunity
Orange Bank & Trust Company lists this Wealth Advisor: Strategic Portfolio & Client Growth opportunity in town of goshen, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Orange Investment Advisors in Goshen, NY is seeking a Regular Full-Time Professional to manage client portfolios and help clients achieve their financial objectives while nurturing existing relationships. The role requires Bachelor’s degree, Series 65/66, and 3-5 years of experience in the financial industry; CFP/ChFC/CIMA are preferred.
Salary range is $100,000 to $150,000 annually, reflecting seniority and location.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.