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GemHarvest Executive Recruiting
Senior Wealth Planner, Hybrid NYCGemHarvest Executive Recruiting • New York, NY, United States
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Senior Wealth Planner, Hybrid NYC

Senior Wealth Planner, Hybrid NYC

GemHarvest Executive Recruiting • New York, NY, United States
11 days ago
Job type
  • Full-time
Job description

GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. This hybrid position allows for 2 days in office and 3 days remote work. The ideal candidate will deliver planning-first advice to high-net-worth clients, leading deep relationships and providing comprehensive financial planning across various areas such as retirement and investment strategy. A Bachelor's Degree and 7+ years of experience are required, with a CFP designation strongly preferred. #J-18808-Ljbffr

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Senior Wealth Planner, Hybrid NYC • New York, NY, United States

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