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.