UHNW Wealth Strategy Advisor
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Finance & Banking
Job Description & How to Apply Below
New Edge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and CFP are required, as well as a minimum of 7 years of relevant experience.
Located in Stamford, CT, this mid-level position offers a competitive salary ranging from $150,000 to $190,000 based on experience.
This opening is for the UHNW Wealth Strategy Advisor role at New Edge Capital Group.
Join us at New Edge Capital Group as our next UHNW Wealth Strategy Advisor in Stamford, CT, United States.
We are currently recruiting a UHNW Wealth Strategy Advisor for our team in Stamford, CT, United States.
This is a great opportunity to take on the UHNW Wealth Strategy Advisor role at New Edge Capital Group.
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