cfp board of standardsNew York, NY
Personal CFO for High-Net-Worth Families
Personal CFO for High-Net-Worth Families
Personal CFO for High-Net-Worth Families
cfp board of standardsNew York, NY
today
Portfolio Management and Investment AdvicePrivate HouseholdsMiscellaneous Financial Investment Activities
Apply for this role →Chemistry Wealth Management is seeking an experienced Private Wealth Advisor who will act as a Personal CFO for a select group of high-net-worth clients. You will coordinate investments, tax planning, estate planning, insurance, and retirement, delivering proactive, planning-led guidance with a white-glove client experience.
The role emphasizes relationship leadership, multi-disciplinary coordination, and driving client outcomes within a growing, independent advisory firm that prioritizes
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today