Seeking an Associate Wealth Planner who will provide client management and wealth planning support to a firm Principal to deliver superb client service and planning deliverables to a diverse portfolio of high-net-worth individuals and families. Minimum of 3+ years of prior and relevant professional experience along with CFP or CFA. This role will be hybrid and requires in office presence 3 days per week. See link for more details: https://www.linkedin.com/jobs/view/3718460466
Oct 27, 2023