Wealth Planning Strategist
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Quick apply
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Quick apply
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Quick apply
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Atlanta, GA · On-site
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub Copilot and Cursor. * Exposure to cloud platforms and services - Intercontinental Exchange, Inc. is an ...
Atlanta, GA · On-site
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub Copilot and Cursor. * Exposure to cloud platforms and services - Intercontinental Exchange, Inc. is an ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub Copilot and Cursor. * Exposure to cloud platforms and services -----Intercontinental Exchange, Inc. is ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub Copilot and Cursor. * Exposure to cloud platforms and services -----Intercontinental Exchange, Inc. is ...
... * 1-2 years ofexperience working at a corporate bank or other financial institution ... CFA Level Ia plus. * Japaneselanguage skills (business level) required. Benefits Good benefits ...
... * 1-2 years ofexperience working at a corporate bank or other financial institution ... CFA Level Ia plus. * Japaneselanguage skills (business level) required. Benefits Good benefits ...
Los Angeles, CA · On-site
$375 - $450/day
... ll bring: * 2-4 years of design experience with a portfolio that shows range and craft ... Freelance day rate ranges from $375-$450 depending on skill level & experience.
Quick apply
Los Angeles, CA · On-site
$375 - $450/day
... ll bring: * 2-4 years of design experience with a portfolio that shows range and craft ... Freelance day rate ranges from $375-$450 depending on skill level & experience.
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Quick apply
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Los Angeles, CA · On-site
$375 - $450/day
... ll bring: * 2-4 years of design experience with a portfolio that shows range and craft ... Freelance day rate ranges from $375-$450 depending on skill level & experience.
Los Angeles, CA · On-site
$375 - $450/day
... ll bring: * 2-4 years of design experience with a portfolio that shows range and craft ... Freelance day rate ranges from $375-$450 depending on skill level & experience.
San Francisco, CA · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Quick apply
San Francisco, CA · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Quick apply
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
$375 - $450/day
... ll bring: * 2-4 years of design experience with a portfolio that shows range and craft ... Freelance day rate ranges from $375-$450 depending on skill level & experience.
$375 - $450/day
... ll bring: * 2-4 years of design experience with a portfolio that shows range and craft ... Freelance day rate ranges from $375-$450 depending on skill level & experience.
... Statistics II, Discrete Mathematics I, Discrete Mathematics II for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
... Statistics II, Discrete Mathematics I, Discrete Mathematics II for an assessment writing and ... A minimum of three years of teaching experience on the collegiate level, or equivalent practical ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
$23.52 is the 25th percentile. Wages below this are outliers.
$14.90 - $25.57
31% of jobs
The median wage is $32.14 / hr.
$25.57 - $36.23
31% of jobs
$36.23 - $46.90
4% of jobs
$56.23 is the 75th percentile. Wages above this are outliers.
$46.90 - $57.56
10% of jobs
$57.56 - $68.23
9% of jobs
$68.23 - $78.89
5% of jobs
$78.89 - $89.55
0% of jobs
$89.55 - $100.22
8% of jobs
$100.22 - $110.88
0% of jobs
$110.88 - $121.55
0% of jobs
$121.55 - $132.21
1% of jobs
$14
$47
$132

$111K - $143K/yr
Other
Posted 6 days ago
Overview
Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.
Highlights
Requirements
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Recruiting and staffing services
11 - 50 Employees
Long Beach, NY, US
2017