Wealth Manager

Wealth Planning Opportunity | New York

The Financial Services Group at StevenDouglas is partnering with a multibillion-dollar RIA to identify an experienced Wealth 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 relationship of approximately $10 million. The position is focused on financial planning. 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® designation strongly preferred
• 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.