Senior Wealth Planning Consultant; Remote
Remote / Online - Candidates ideally in
New York, USA
Listed on 2026-07-14
New York, USA
Listing for:
Fwainvest
Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high-net-worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects and provide indispensable service to advisors and clients.
The role emphasizes educating advisors on wealth management offerings and collaborating with legal and tax professionals to support asset retention and growth. Remote options available.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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