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Financial Planner
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$80,000 a year
Full-time
- Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London.
- The candidate will be responsible for high-level service delivery to ultra-high net-worth (UHNW) clients around financial planning.
- The position involves client and administrative matters centered around the delivery of financial planning advice and analysis for client-facing professionals across the firm’s national footprint.
- CFP designation or desire to pursue designation preferred
- Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is preferred
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