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High Net Worth Financial Planner - New York NY - Fee-Based

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Job #: 15879
Status: Inactive / Filled
Title: High Net Worth Financial Planner - New York NY - Fee-Based
Job Location: NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: None
Base Compensation:
Low: $65,000       High: $90,000
Total Compensation:
Low: $75,000       High: $100,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above average benefits
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
Well Established Fee-based Financial Planning firm and Boutique RIA seeks High Net Worth Financial Planner in New York NY. Not a sales role. Relationship management and wealth advisory. Team environment. Will train.
Job Description:
Advise an existing book of high net worth clients regarding comprehensive financial, retirement, estate, tax and investment advisory.
Mandatory Minimum Qualifications - Must Have: CFP highly preferred,
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 1-2+
Years of Experience in Present Position: 1-2+
First Name:
Last Name:
E-mail Address:


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