Elite Wealth Planner & Advisory Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-21
Listing for:
HSBC
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Analyst
Job Description & How to Apply Below
A global banking institution is seeking a Wealth Planner, Financial Planning Lead, to deliver tailored financial advice and drive revenue growth through strategic planning. This role requires mastery in financial planning and an understanding of advanced tax and retirement strategies. Ideal candidates will hold a Certified Financial Planner designation and have experience presenting financial plans. Join a collaborative team and contribute to the growth of financial planning services in a welcoming work environment.
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