UHNW Wealth Strategy Advisor
newedge capital groupNew York, NY
$150,000 – $190,000
APPLY (opens in a new tab)UHNW Wealth Strategy Advisor
newedge capital groupNew York, NYSenior L5
$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 NOW (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.
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Level
Senior L5
Salary
$150,000 – $190,000
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago