Skip to main content
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

Apply for this role (opens in a new tab)