Financial Planning Professional - White Plains, New York United States - 21692



JOB DESCRIPTION

Job #: 21692
Title: Financial Planning Professional
Job Location: White Plains, New York - United States
Employment Type:
Salary: $90,000.00 - $110,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Financial Planning Professional - Westchester County, NY

Boutique Wealth Management firm in Westchester County seeks financial planning professional to work directly with Managing Director.

JOB DESCRIPTION

  • Provide support to financial planning teams in the areas of tax, estate planning, insurance and investments
  • Receive in depth training and client interaction with the goal of taking over a book of relationships from the Managing Director

QUALIFICATIONS

  • Position requires a candidate currently holding or working towards a CFP. Income tax experience a plus.

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