Senior UHNW Wealth Planner
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Location: New York
Steven Douglas' Financial Services Group is partnering with a leading multibillion-dollar RIA to identify an experienced Wealth Planner for its growing New York team. The role focuses on comprehensive financial planning for sophisticated clients, with an average relationship size around $10 million and exposure to high-net-worth and ultra-high-net-worth clients.
No existing book of business is required, and candidates should have a strong track record in technical planning and relationship
The Senior UHNW Wealth Planner – New York role at Steven Douglas is now open for applications in New York, NY, United States.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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