Wealth Planning Strategist
$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
$116K - $150K/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
Boston, MA · On-site
$120 - $203/hr
CFA Level II completion (or equivalent certification). Salary Range: $120,000 - $202,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ...
Boston, MA · On-site
$120 - $203/hr
CFA Level II completion (or equivalent certification). Salary Range: $120,000 - $202,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ...
Detroit, MI · On-site
$110 - $160/hr
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 ...
New
Detroit, MI · On-site
$110 - $160/hr
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 ...
New
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 ...
New
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 ...
New
Quincy, MA · On-site
$120 - $217.50/hr
Completion of CFA Level II, FRM, or equivalent certification. Salary Range $120,000 - $217,500 Annual Employees are eligible to participate in State Street's comprehensive benefits program, which ...
Quincy, MA · On-site
$120 - $217.50/hr
Completion of CFA Level II, FRM, or equivalent certification. Salary Range $120,000 - $217,500 Annual Employees are eligible to participate in State Street's comprehensive benefits program, which ...
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
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 - Intercontinental ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 - Intercontinental ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 -----Intercontinental ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 -----Intercontinental ...
Manhattan, NY · On-site
$130 - $170/hr
... termination; and (ii) Performing internal portfolio monitoring and oversight functions. Main ... Master in related field and/or CFA Level of minimal experience 11 years and more ...
New
Manhattan, NY · On-site
$130 - $170/hr
... termination; and (ii) Performing internal portfolio monitoring and oversight functions. Main ... Master in related field and/or CFA Level of minimal experience 11 years and more ...
New
Farmington, CT · On-site
... 2 years of relevant experience; recent graduates and former interns are encouraged to apply ... CFA Level 1 candidate or completed CFA Level 1 examination
Quick apply
Farmington, CT · On-site
... 2 years of relevant experience; recent graduates and former interns are encouraged to apply ... CFA Level 1 candidate or completed CFA Level 1 examination
... * 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
... 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 ...
$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
Cities with the most Freelance Cfa Level 2 job openings:
The most popular types of Cfa Level 2 jobs are:
The top searched job categories for Freelance Cfa Level 2 jobs are:

$116K - $150K/yr
Full-time
Re-posted 11 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