Senior CFP Wealth Planner — Private Wealth Advisory
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
First Manhattan
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading investment advisory firm based in New York seeks a mid-career wealth planner. This role is integral in supporting client wealth planning and portfolio management. The ideal candidate should possess a CFP certification and five to seven years of experience in private wealth management. Strong analytical and communication skills are essential for advising clients effectively. The position offers competitive compensation with a base salary of $125,000 - $150,000 plus performance-based bonuses.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×