Wealth Planner
New York Cityhybrid$85K – $100K
Posted yesterday · via Workday
About this role
Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner may also assist with client meetings and present findings and recommendations. Primary Responsibilities: Collaborate with Wealth Advisors to develop and complete comprehensive financial plans for our clients.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York City. We weight your proximity and willingness to relocate.
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Skills in this role
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salesforce