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Certified Financial Planner
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- Certified Financial Planner (CFP)
- Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach.
- The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and partner with internal and external stakeholders.
- The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers.
- 5 plus years experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships.
Expired 7 days agoInactive Job
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