Wealth Planning Associate
New Planner Recruiting LLC
$300M+ AUM, FEMALE FOUNDED, MULTI GENERATIONAL
Interested? Click HERE for more information. Our client is multi-generational certified B Corp wealth planning firm in Arlington, VA. They have been in business for over 25 years providing financial life planning and wealth management advice to a growing number of affluent and ultra-affluent client families. The new hire will have the opportunity to help shape the future of the firm as it progresses towards a virtual multi family office. This is the perfect opportunity for someone who is goal-oriented, self-motivated and ready to lead client relationships.
Interested? Click HERE for more information. Our client is multi-generational certified B Corp wealth planning firm in Arlington, VA. They have been in business for over 25 years providing financial life planning and wealth management advice to a growing number of affluent and ultra-affluent client families. The new hire will have the opportunity to help shape the future of the firm as it progresses towards a virtual multi family office. This is the perfect opportunity for someone who is goal-oriented, self-motivated and ready to lead client relationships.
Vacancy posted 1 day ago
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