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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


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
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