Senior Wealth Planner for High-Net-Worth Clients (Hybrid)

A financial services firm in New York is seeking experienced Wealth Advisors to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing financial plans and cultivating client relationships. Ideal candidates will have over 5 years of relevant experience, essential certifications like CFP or CFA, and proficiency with financial planning software. The position offers a competitive compensation package based on experience, and it allows for hybrid work arrangements. #J-18808-Ljbffr