Senior UHNW Wealth Planner - New York
StevenDouglas
StevenDouglas' Financial Services Group is partnering with a leading multibillion-dollar RIA to identify an experienced Wealth Planner for its growing New York team. The role focuses on comprehensive financial planning for sophisticated clients, with an average relationship size around $10 million and exposure to high-net-worth and ultra-high-net-worth clients. No existing book of business is required, and candidates should have a strong track record in technical planning and relationship #J-18808-Ljbffr
Vacancy posted 2 days ago
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