Elite Wealth Planner & eMoney Strategist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-24
Listing for:
Social Capital Resources
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
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.
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