Lenox Advisors ยท 1 month ago
Financial Advisor - New York
New York, NY
Full-time
Onsite
Mid, Senior Level
$60K/yr - $100K/yrLenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
BankingConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Qualification
Required
Strong relationship-builder who takes a client-first approach
Proven networker and marketer (connector of people)
Dedicated worker: independent, self-motivated and goal oriented
Benefits
Flexible work from home options available.
Company
Lenox Advisors
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded in 1992
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
Colleen Tinch
Senior Vice President, Head of Marketing
Recent News
2025-11-03
2025-06-02
Company data provided by crunchbase