Remote Senior Wealth Planner HNW Clients
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Right Executive Search, LLC is assisting a boutique, fee-only wealth advisory firm in recruiting a Wealth Advisor for a fully remote role across the four continental US time zones. You will own significant day-to-day planning, partner with the Lead Wealth Advisor, and deliver tailored client recommendations across cash flow, investments, tax, estate, and risk planning.
The ideal candidate holds or is pursuing CFP designation, plus Series 65, with 4+ years in comprehensive wealth planning and 2+
This posting is for the Remote Senior Wealth Planner for HNW Clients role at Right Executive Search, LLC, based in United States.
This is a Full Time role.
The position is based in United States.
This opportunity is part of our work in Finance.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).