Certified Financial Planner - Wealth Management - Hybrid
MRINetwork
Grand Central, Manhattan$109,299 - $109,299 est.Full-timePosted 2 days ago
Certified Financial Planner (CFP) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner (CFP) who will: Formulate and implement holistic financial planning advice and partner with internal and external stakeholders. Focus on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and work closely with internal portfolio managers. Be a …
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