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UHNW Wealth Strategy Specialist
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-07-07
Listing for:
NewEdge Capital Group LLC
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
New Edge Capital Group LLC is seeking a Wealth Strategist to manage sophisticated client engagements focusing on comprehensive wealth strategies. Responsibilities include cash flow planning, philanthropic strategies, and client presentations. Candidates should possess a Bachelor’s degree, CFP® designation, and a minimum 7 years’ experience.
This position offers a salary range of $150,000 - $190,000, depending on experience, along with a comprehensive benefits package including health, dental, vision, and 401(k) match.
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