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Wealth Planner High-Net-Worth Clients

Job in Darien, Fairfield County, Connecticut, 06820, USA
Listing for: Boutique Recruiting
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner for High-Net-Worth Clients
A financial advisory firm based in Connecticut is seeking a Financial Planner to guide high-net-worth clients through their financial journey. You will create customized financial plans, analyze retirement and investment strategies, and collaborate with advisors. A minimum of 5 years in financial planning and a CFP® certification or its pursuit is required. The organization offers competitive benefits including medical, dental, vision coverage, and a 401K plan.

Apply now to elevate your career in financial advising.
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