premier path wealth partnersMadison, NJ
UHNW Wealth Planner Growth & Ownership Mindset
UHNW Wealth Planner Growth & Ownership Mindset
UHNW Wealth Planner Growth & Ownership Mindset
premier path wealth partnersMadison, NJ
8 days ago
Portfolio Management and Investment AdviceOffices of LawyersMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)Premier Path Wealth Partners is seeking an experienced Financial Planner to develop and execute comprehensive planning strategies for high-net-worth and ultra-high-net-worth clients. You will work with wealth advisors, attorneys, CPAs, and other specialists to provide estate, tax, retirement, and multi-generational wealth planning guidance.
The role requires 4–7 years of experience and credentials such as CFP®, CPWA®, JD, or LLM.
Also on the board Same function, level within a rung
Level
Senior
Location
Madison, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago