SVP/Head of Wealth Planning

SVP/Head of Wealth Planning | New York, NYNo new business requirementsExtensive client contact {10-50mm clientele}CFP 15+ years of wealth planning experienceWork directly with clients, as well as the firm’s wealth advisors and portfolio managers, to build strong internal partnerships and deliver clear, comprehensive analyses of clients’ financial situations. The Senior Wealth Strategist will also review financial plans prepared by junior team members.Feel free to contact us for additional information and a more comprehensive job description.