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Elite Wealth Planner UHNW Families

Job in New York, New York County, New York, 10261, USA
Listing for: Corient
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Elite Wealth Planner for UHNW Families
Location: New York

A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial situations and prepare comprehensive financial plans. The ideal candidate holds a Bachelor's degree in finance and possesses strong communication and project management skills. This role involves collaborating with senior team members and requires a solid understanding of tax and estate planning.

Benefits include a competitive salary and a supportive work environment.
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