newedge capital groupNew York, NY
UHNW Wealth Strategy Advisor
$150,000 – $190,000
Apply (opens in a new tab)UHNW Wealth Strategy Advisor
UHNW Wealth Strategy Advisor
newedge capital groupNew York, NY
12 days ago
$150,000 – $190,000
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)NewEdge Capital Group is seeking a Wealth Strategist for their Wealth Strategy team. This mid-level role involves comprehensive wealth planning for high-net-worth clients, managing sophisticated engagements across various financial scenarios.
Ideal candidates will have a Bachelor's degree, a CFP designation, and a minimum of 7 years of experience in wealth planning, with proficiency in eMoney Advisor. The position is based in New York, NY, offering a competitive salary of $150,000 – $190,000 depending on experience.
Also on the board Same function, level within a rung
Level
Senior
Salary
$150,000 – $190,000
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago