Wealth Planning Analyst UHNW Clients
Job in
New York, New York County, New York, 10261, 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 Services, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Location: New York
A financial advisory firm in New York is seeking a candidate to deliver high-level service to UHNW clients in financial planning. The role involves organizing client information, preparing wealth plans, and requires a Bachelor’s degree in finance. The candidate must have 1-3 years of experience and a desire to obtain a CFP designation. Competitive salary of $75,000 to $85,000 offered, along with comprehensive benefits.
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