Center for Wealth Preservation

Practice Manager

Strong organizational and time-management skills; attention to detail; clear communication; ability to manage multiple priorities; proactive; team-oriented.

Wealth Manager 

Mid-level financial advisor with client-facing responsibilities, hybrid schedule, and focus on planning and risk management.

Financial Services Representative 

Entry-level financial services role requiring onsite work; strong communication, analytical skills, self-driven.

Financial Advisor 

Mid-Level experience in financial advisory with ability to drive strategy and growth; strong client service and collaboration skills.

Title	Location	Date
Practice Manager Part Time Woodbury, New York, United States · Onsite	Woodbury, New York, United States Onsite	Mar 5, 2026
Wealth Manager Full Time Woodbury, New York, United States · Hybrid	Woodbury, New York, United States Hybrid	Feb 27, 2026
Financial Services Representative Full Time Woodbury, New York, United States · Onsite	Woodbury, New York, United States Onsite	Feb 27, 2026
Financial Advisor Full Time · 2+ YOE Woodbury, New York, United States · Hybrid	Woodbury, New York, United States Hybrid	Feb 27, 2026

Activities	Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningInsurance Brokerage
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Center for Wealth Preservation
Employees	75
Type	Private
Tagline	Provides personalized wealth management and financial planning services.
Founded	2,004
Website	cwpmetro.com
Latest Funding Round	Funding Round
Latest Funding Year	2,004

Center for Wealth Preservation

About Center for Wealth Preservation