layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Planner
New York City, NY; Park Avenue Office
Source: Cerity Partners careers · View original posting
- Employment
- full time
Employer job description
From Cerity Partners's posting. “We” and “our” refer to the employer.
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.