A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth clients. The role involves collaborating with Wealth Advisors and Portfolio Managers, delivering wealth planning analyses, and mentoring junior team members. The ideal candidate will have 15+ years of experience and expert proficiency in financial planning software. This position is well-suited for someone with a strong executive presence and excellent communication skills. #J-18808-Ljbffr
Elite Wealth Planner & eMoney Strategist • New York, NY, United States
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