Elite Wealth Planner for UHNW Families
Corient
A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial situations and prepare comprehensive financial plans. The ideal candidate holds a Bachelor's degree in finance and possesses strong communication and project management skills. This role involves collaborating with senior team members and requires a solid understanding of tax and estate planning. Benefits include a competitive salary and a supportive work environment. #J-18808-Ljbffr
Vacancy posted 2 days ago
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