More jobs:
Wealth Planner, Family Office; Hybrid
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-01
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A leading financial advisory firm in New York is seeking a Wealth Planner to manage client relationships and deliver exceptional financial services. Responsibilities include preparing financial analyses, coordinating with external advisors, and leveraging technology for client management. The ideal candidate has 1-5 years of wealth management experience, strong Excel skills, and excellent communication abilities.
This role offers a hybrid work environment and opportunities for professional growth.
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