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UHNW Wealth Planner — Advanced Financial Planning
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2025-12-02
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in California seeks a candidate for a role focused on high-level service delivery to ultra-high-net-worth clients. Responsibilities include organizing financial information, preparing wealth plans, and evaluating financial alternatives. The ideal candidate has a Bachelor's degree in finance, at least 1-3 years of experience in wealth planning, and CFP designation (or the intent to pursue it).
Competitive salary with additional benefits is offered.
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