$10 Billion RIA seeking a Wealth Advisor / Planner
Robert Half - US
June 26, 2018
White Plains, New York
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.