Wealth Planner: Retirement & Estate Strategy Expert

A leading investment firm is looking for a Wealth Planner to join their NYC office. This position involves constructing wealth planning analyses, supporting portfolio managers, and conducting training on financial software. The ideal candidate will have a CFP® designation and at least three years of experience in financial planning, alongside proficiency in eMoney software and Microsoft Office. A competitive salary range of $125,000 to $150,000 is offered, reflecting the qualifications and experience of candidates. #J-18808-Ljbffr