Wealth Planner — CFP, NYC Financial Planning Expert
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-15
Listing for:
LGBT Great
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Wealth Management
Job Description & How to Apply Below
A financial services company in New York is seeking a Wealth Planner to join their team. In this role, you'll be responsible for constructing client wealth planning analyses and providing support to the portfolio manager. Ideal candidates should have over 3 years of experience in financial planning and hold a CFP designation. Knowledge of eMoney and proficiency in Microsoft Office are essential for success in this position.
This position offers competitive compensation and an inclusive work environment.
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