×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant

Hybrid Wealth Planning Associate – Client-Facing

Remote / Online - Candidates ideally in
Purchase, Westchester County, New York, 10577, USA
Listing for: Lead Advisor
Full Time, Remote/Work from Home position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm based in New York is seeking a dedicated financial planning assistant to join their team. This role involves developing strong client relationships, preparing detailed financial plans, and collaborating closely with a lead advisor. The ideal candidate should bring 2-4 years of financial planning experience and excellent communication skills. This position supports a hybrid work schedule, allowing for flexibility with remote work on Fridays.
#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).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search