Job #: 18134
Title: Financial Planning Professional
Job Location: White Plains, New York - United States
Salary: $90,000.00 - $110,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Financial Planning Professional - Westchester County, NY
Boutique Wealth Management firm in Westchester County seeks financial planning professional to work directly with Managing Director. JOB DESCRIPTION
- Provide support to financial planning teams in the areas of tax, estate planning, insurance and investments
- Receive in depth training and client interaction with the goal of taking over a book of relationships from the Managing Director
- Position requires a candidate currently holding or working towards a CFP. Income tax experience a plus.
How to Apply: