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Pittsburgh, PA Full Time Posted by: Affinity Posted: Saturday, 14 May 2022
 
 

Wealth Planner Greater Pittsburgh Region (Hybrid ]

Growing Money

Management Firm with over a $Billion AUM is searching for a Wealth Planner . Wealth Planner will perform analytic research, develop investments in the portfolio ; prepare & present info for High Net Worth client meetings ; support & aid Wealth Advisors . CFP is preferred .

Candidate must have : Four [ 4] plus years wealth planning experience

CFP is a Plus

Strong Analytical skill

Excel skill

Salary : $ 80,000.00 - $ 125,000. 00 + Bonus

Company pays 100% of all individual benefits .



Pittsburgh, PA, United States of America
Finance
Affinity
Click apply
JS9597_736063
5/14/2022 10:00:51 PM

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