Wealth Planning Associate (Remote) - CFP Path
SDL Search Partners
New York, NY
- Remote job
SDL Search Partners is seeking a Wealth Planning Associate for a role focused on comprehensive financial planning with no sales or cold-calling. The position collaborates with Directors to develop plans, analyze portfolios, and prepare client meetings in a remote-capable environment. Ideal candidates hold a CFP designation (or are pursuing it) and a Bachelor’s in accounting or finance. Strong written communication, attention to detail, and multitasking ability are essential for success in this #J-18808-Ljbffr SDL Search Partners
Vacancy posted 1 day ago
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