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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

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