Senior Wealth Planner & eMoney Lead (CFP)
ECG Resources
ECG Resources in New York is seeking a Senior Wealth Planner to build relationships and deliver comprehensive financial analyses. You will manage client wealth planning, lead discussions, and support advisors with your expertise in personal finance. The ideal candidate will have over 15 years of experience in financial planning and a CFP designation, with expert proficiency in eMoney software necessary for client presentations. #J-18808-Ljbffr ECG Resources
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & eMoney Lead (CFP) in New York, NY vacancy
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided... ...Planner, you will serve as the lead strategist on sophisticated... ...strategies Tools: Proficiency with eMoney, MoneyGuidePro, and CRM systems (Salesforce...SeniorRemote jobFull timeWork at officeFlexible hours$200k
...financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing financial data,...SeniorRemote jobFull time$90k - $130k
CapTrust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The role involves... ..., and training staff on financial planning software such as eMoney. Ideal candidates will have a Bachelor’s degree, 8+ years of...SuggestedWork at officeRemote work$200k
A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...SeniorRemote jobFlexible hours- A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth and ultra... ...estate planning, and risk management using eMoney Lead wealth planning discussions and...Senior
$170.5k - $284.1k
...Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional... ...Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high net...SeniorWork experience placementWork at office- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting... ...comprehensive tax strategies. The ideal candidate holds a CFP® designation and has over five years of experience in a client-...SeniorRemote jobFlexible hours
$200k - $260k
...truly valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to...SeniorFull timeRemote work- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
- Mercor is shaping enterprise wealth management evaluation tasks for AI systems used by Fortune 500 asset managers and private banks. You... ..., draft reference outputs, and write rubrics that capture how senior investment professionals think. In this role, you’ll build tasks...Senior
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with... ...collaborate with product specialists, maintain regulatory compliance, and lead client engagements with a focus on quality service and growth....Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- New England Legal Search represents a large national wealth manager seeking a Senior Wealth Strategist. The attorney will advise UHNW families on estate planning, financial planning, and tax considerations, with a minimum of seven years' experience. The role is primarily...SeniorRemote job
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...Senior
- ...Morgan offers a pathway to Wealth Management through... ...planning. The Private Wealth Planner (PWP) role is central to... ...Financial Planner (CFP) or equivalent requiredAbility... ...such as Moneyguide Pro, eMoney, or Wealth Bench is a plusChase is a leading financial services firm,...Work at office
- Join our dynamic Wealth Management team to advance agile methodologies and foster innovation. Grow your career by leveraging your skills... ...continuous improvement and professional mobility.As a Agility Lead in the Wealth Management team, you will guide solution delivery...Senior
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...Senior
- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes...Senior
$158.01k - $276.46k
...most sophisticated clients using leading technology and exceptional... ...Overview At Northern Trust, the Wealth Strategist position is a key... ...institutions, and other entities. As a senior member of the team, you will... ...designations such as CFP, CFTA, CFA, CIMA strongly preferred...SeniorLocal area$120k - $185k
...Planning Team (APT) as a Senior Advanced Planning... ...developing sophisticated wealth strategies for high-net... ...professionals (FPs). Guide FPs in leading with formal financial... ...license preferred. CFP® designation preferred... ...platforms (e.g., eMoney, MoneyGuidePro). Skills...SeniorWork at office$110k - $120k
## Wealth PlannerApplyremote type: Hybridlocations: New York City,... ...**Position Summary:**A Wealth Planner will provide comprehensive wealth... ...financial planning software (eMoney).* Assist with the timely... ....* Pursuing or has attained a CFP.**Skills & Competencies:*** Ability...Local areaFlexible hours- Citi is seeking a Program Management Senior Lead (SVP) for Wealth Lending in New York. The role delivers end-to-end program execution, coordinating cross-functional teams, governance, and risk management to align with business and regulatory objectives. The candidate will...Senior
- Rapport is seeking a Conference Center Senior Planner in New York, NY to lead full-service planning and execution of high-profile meetings at the Conference Center. You will work closely with VIP clients and executive teams, providing white-glove service, exceptional organization...Senior
- Athena Consulting Group, LLC seeks a Senior Emergency Planner to lead FEMA-aligned planning for a project in Allegheny County, PA. This independent consulting role requires a CEM certification and over 10 years of relevant experience. The estimated compensation is between...SeniorPart time
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- ...New York is seeking a seasoned Private Banking professional to lead client management and business development within a high-net-worth... ...across the Private Bank platform to provide comprehensive wealth solutions, from banking to asset management, while maintaining strong...Senior
- United States Digital Space LLC is seeking a Senior Brand Strategist to lead brand positioning, go-to-market strategy, and communications direction for high-visibility clients. This is a strategic leadership role focused on defining narratives and guiding cross-functional...Senior
- MSCI Inc. is seeking a highly analytical Fixed Income Investment Strategist & Researcher to advance investment decision-making through macroeconomic analysis, market research, and portfolio strategy development. This role blends rigorous research with actionable investment...Senior
- Avenue Z, Inc. invites a Senior Associate to lead strategic communication plans for financial services, technology, corporate and consumer clients in a fast-paced firm. You will mentor junior staff, engage senior client stakeholders, and drive opportunities for organic...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & eMoney Lead (CFP). Be the first to apply!
Related searches
- discharge planner New York, NY
- retail planner New York, NY
- distribution planner New York, NY
- associate planner New York, NY
- facilities planner New York, NY
- business continuity planner New York, NY
- corporate meeting planner New York, NY
- capacity planner New York, NY
- senior planner New York, NY
- airport planner New York, NY