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Wealth Planning Associate

NPAworldwide Recruitment Network

Last Updated: 9/27/22

Job Description

Job description:

Our client is an established wealth management firm that provides HNW clients with the full spectrum of wealth planning strategies including tax, trust, estate and investment planning.

  • Work closely with senior advisors to design and implement comprehensive financial plans

Qualifications:

Ideal candidate will have 3-7 years of experience doing comprehensive financial planning.

Knowledge of e-money a plus but not required.

CFP preferred.

Why is This a Great Opportunity:

Position offers the opportunity to be trained in all areas of holistic wealth planning with excellent work/life balance and a strong career track within the firm.



Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...