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Senior Wealth Planner: Estate & Tax Strategy Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-25
Listing for:
LGBT Great
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading investment management firm in New York City seeks an experienced Senior Wealth Planner to develop wealth planning analyses for high-net-worth clients. The ideal candidate has over 7 years of experience in financial planning and demonstrates strong communication skills, alongside proficiency in eMoney software. This role involves building relationships with both clients and internal teams. A competitive salary and comprehensive benefits package are offered.
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Position Requirements
10+ Years
work experience
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