More jobs:
Elite Wealth Planner UHNW Families
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Corient
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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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