Senior Wealth Planner — eMoney Expert & Strategy Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-02
Listing for:
ECG Resources
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in New York is seeking an experienced Senior Wealth Planner who will collaborate with wealth advisors to analyze clients' financial situations. The ideal candidate will have over 15 years of experience in financial planning, a strong command of eMoney software, and exceptional presentation skills. The role involves leading discussions and conducting training sessions on financial planning tools.
Strong leadership and a CFP designation are required.
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Position Requirements
10+ Years
work experience
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