Senior CFP Wealth Advisor Client Strategy
Listed on 2026-10-10
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Ritholtz Wealth Management is seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs. A CFP with an existing book of business transitioning to RWM is preferred.
You will serve as the main point of contact for prospective and current clients, deliver comprehensive financial plans, ensure compliance with industry rules, and collaborate with client service and trading teams in a
For the Senior CFP Wealth Advisor
- Growth & Client Strategy position at Ritholtz Wealth Management, we are reviewing applications now.
Step into the Senior CFP Wealth Advisor
- Growth & Client Strategy role at Ritholtz Wealth Management in United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
(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).