UHNW Wealth Planner — Advanced Financial Planning
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2025-12-02
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading financial advisory firm in Missouri is seeking an experienced professional to deliver financial planning services to ultra-high net-worth clients. The candidate will organize and assess personal financial information, prepare wealth plans, and support client-facing professionals. A bachelor’s degree in finance and experience in wealth planning are required.
This role offers a competitive salary range of $75,000 to $90,000 and eligibility for a discretionary bonus.
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