Senior Financial Planner

Wealth Planning Opportunity | New York

The Financial Services Group at StevenDouglas is partnering with a $15B RIA to identify an experienced Financial Planner for its growing New York team.

This opportunity offers exposure to sophisticated high-net-worth and ultra-high-net-worth clients, with an average client ranging between $5M - $15M. The position is primarily focused on financial planning and relationship management. No existing book of business or client relationships are required.

Ideal background:

• 6+ years of financial planning experience
• Experience serving HNW or UHNW clients
• CFP Needed
• Strong technical planning and client relationship skills
• Based in or open to working in New York

If you’re interested in joining a growing team with a sophisticated advisory platform and strong long-term career potential, please contact me directly for a confidential conversation.