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Wealth Planner
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$70,000 - $100,000 a year
Full-time
- We are a growing Wealth Management Firm located in Rochester, New York, seeking an experienced Wealth Planner to join our expanding team.
- The Wealth Planner is an integral member of the Cobblestone client service team.
- Key responsibilities of the Wealth Planner role include preparing and presenting financial planning reports and maintaining client relationships as part of the client’s service team.
- Wealth Planning Group team members will be available to provide mentoring, direction and support, but you will be expected to be able to work independently and utilize critical thinking skills.
- Prepare and present financial planning reports with clients (retirement projections, estate planning, income tax planning, education funding, etc.)
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