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Wealth Planner
Pittsburgh, PA

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Direct Hire

$80,000 - $125,000 / yr


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 .

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