Financial Planner

Twitter Facebook
Westchester County, NY
Job Type
Direct Hire
Dec 31, 2018
Job ID
Boutique Wealth Management firm in Westchester County seeks financial planning professional to work directly with Managing Director.
~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.