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Wealth Planning Specialist HNW/UHNW Clients
Job in
Syracuse, Onondaga County, New York, 13235, USA
Listed on 2026-07-01
Listing for:
IDBNY
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
IDBNY is seeking a Wealth Planning Specialist in New York to partner with Private Bankers for sophisticated financial planning and investment advisory support. You'll develop comprehensive financial plans for HNW and UHNW clients and present tailored investment proposals.
The ideal candidate will have a minimum of 5 years of experience in investment advisory, strong knowledge of investment products, and Series 7 and 65 licenses. The position offers a hybrid work model and a competitive salary between $130,000 and $150,000 annually.
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