Senior Wealth Planner — Generational Wealth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Senior Wealth Planner to partner with private advisors and provide comprehensive financial planning tailored for high-net-worth clients. With responsibilities including designing custom plans, identifying service needs, and providing quarterly deliverables, the ideal candidate will have over 10 years of experience in financial planning. A Bachelor's degree is required, along with a JD or CPA preferred.
The role offers a competitive salary range of $200,000 to $225,000 and additional benefits.
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Position Requirements
10+ Years
work experience
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