Senior Wealth Planner & eMoney 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, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Senior Wealth Planner to enhance client relationships and deliver comprehensive financial analyses. With a strong focus on eMoney financial planning software, the ideal candidate will have over 15 years of experience in the field and a proven ability to meet objectives. Responsibilities include constructing wealth planning analyses and leading discussions in client meetings.
This role is essential for supporting advisor teams and implementing best practices.
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Position Requirements
10+ Years
work experience
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