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Financial Planning Associate — AI-Driven Wealth Platform
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-08
Listing for:
Range
Full Time
position Listed on 2026-01-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A wealth management platform in New York seeks a Financial Planning Support Specialist to assist in delivering exceptional service to clients. Responsibilities include hosting onboarding sessions, supporting the financial planning team, and assisting with product automation projects. Ideal candidates will have strong organizational skills, investment acumen, and a background in financial services. This role requires on-site work in New York, NY, and offers comprehensive health benefits and a collaborative team environment.
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Position Requirements
10+ Years
work experience
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