RBC Capital Markets, LLC
A leading financial services firm in New York is seeking a Wealth Strategist to enhance client experiences through financial planning and estate solutions. The ideal candidate will have over 15 years in the financial services industry, with expertise in estate planning and business succession. Responsibilities include creating proposals, training advisors, and delivering tailored client strategies. This role offers substantial compensation and excellent benefits, including a comprehensive rewards program and a focus on work/life balance.
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