$10 Billion RIA seeking a Wealth Advisor / Planner

  • Competitive
  • White Plains, NY, USA White Plains NY US
  • Permanent, Full time
  • Robert Half - US
  • 16 Jul 18 2018-07-16

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

The Financial Services Group at Robert Half is representing 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.