$10 Billion RIA seeking a Wealth Advisor / Planner

4 days left

Employer
Robert Half - US
Location
White Plains
Salary
Competitive
Posted
Jun 01, 2018
Closes
Jun 28, 2018
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time

The Financial Services Group at Robert Half is r epresenting a $10 Billion RIA seeking a Wealth Advisor / Planner as a part of their financial counseling team. Provide technical / client management support and assist in managing all aspects of a client relationship, including investments, taxation, estate planning, retirement planning and insurance. Experience in tax preparation, CPA, CFP, CFA or working towards is a plus. Located in one of their satellite offices in Westchester County / Southern CT area.

• Location: Westchester County / Southern CT • Firm: $10 Billion RIA • Experience: 5-7 years • Credentials: CPA, CFP, CFA or track highly desired