Wealth Planning Strategist
Philadelphia, PA · On-site
$116K - $150K/yr
Competitive base salary, profit and performance-based bonuses, excellent benefits Requirements * CFP or other advanced designation such as CPA, CFA level 2 or JD
Philadelphia, PA · On-site
$116K - $150K/yr
Competitive base salary, profit and performance-based bonuses, excellent benefits Requirements * CFP or other advanced designation such as CPA, CFA level 2 or JD
Philadelphia, PA · On-site
$116K - $150K/yr
Competitive base salary, profit and performance-based bonuses, excellent benefits Requirements * CFP or other advanced designation such as CPA, CFA level 2 or JD
Detroit, MI · On-site
$111K - $143K/yr
Competitive base salary, profit and performance-based bonuses, excellent benefits Requirements * CFP or other advanced designation such as CPA, CFA level 2 or JD
Detroit, MI · On-site
$111K - $143K/yr
Competitive base salary, profit and performance-based bonuses, excellent benefits Requirements * CFP or other advanced designation such as CPA, CFA level 2 or JD
Boston, MA · On-site
$80 - $140/hr
Medical
Dental
Vision
Life
Retirement
PTO
CFA Level II completion (or equivalent certification). Salary Range $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ...
Boston, MA · On-site
$80 - $140/hr
Medical
Dental
Vision
Life
Retirement
PTO
CFA Level II completion (or equivalent certification). Salary Range $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ...
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 ...
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 ...
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 ...
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 ...
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 ...
Oakland, CA · On-site
$40.03 - $51/hr
Level II Registered Nurse (RN) Provides professional nursing services for patients and their ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Oakland, CA · On-site
$40.03 - $51/hr
Level II Registered Nurse (RN) Provides professional nursing services for patients and their ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Camas, WA · On-site
Medical
Dental
Vision
Retirement
PTO
... * 2+ years experience working in financial services * CFA (at least Level 1 passed) and 24 months ... Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down ...
Camas, WA · On-site
Medical
Dental
Vision
Retirement
PTO
... * 2+ years experience working in financial services * CFA (at least Level 1 passed) and 24 months ... Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down ...
$40.03 - $51/hr
Level II Registered Nurse (RN): The Level II RN, under the direction of the Nurse Manager, is ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
$40.03 - $51/hr
Level II Registered Nurse (RN): The Level II RN, under the direction of the Nurse Manager, is ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Rochester, NY · On-site
$40.03 - $51/hr
Level II Registered Nurse (RN): The Level II RN, under the direction of the Nurse Manager, is ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Rochester, NY · On-site
$40.03 - $51/hr
Level II Registered Nurse (RN): The Level II RN, under the direction of the Nurse Manager, is ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
$40.03 - $51/hr
Organization Contributions Level II Registered Nurse (RN): The Level II RN, under the direction of ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
$40.03 - $51/hr
Organization Contributions Level II Registered Nurse (RN): The Level II RN, under the direction of ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
$40.03 - $51/hr
Organization Contributions Level II Registered Nurse (RN): The Level II RN, under the direction of ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
$40.03 - $51/hr
Organization Contributions Level II Registered Nurse (RN): The Level II RN, under the direction of ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Oakland, CA · On-site
$40.03 - $51/hr
Level II Registered Nurse (RN) Provides professional nursing services for patients and their ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Oakland, CA · On-site
$40.03 - $51/hr
Level II Registered Nurse (RN) Provides professional nursing services for patients and their ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
... * 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 ...
Rochester, NY · On-site
$40.03 - $51/hr
18712BR Title: RN Level II-HPC Department/Cost Center: 629 - Highland Procedure Center Provides ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
Rochester, NY · On-site
$40.03 - $51/hr
18712BR Title: RN Level II-HPC Department/Cost Center: 629 - Highland Procedure Center Provides ... Individual annual salaries/hourly rates will be set within the job's compensation range, and will ...
$34.5K - $42.3K
13% of jobs
$42.3K - $50K
4% of jobs
$56.5K is the 25th percentile. Wages below this are outliers.
$50K - $57.8K
10% of jobs
$57.8K - $65.6K
0% of jobs
$65.6K - $73.4K
0% of jobs
$73.4K - $81.1K
11% of jobs
$81.1K - $88.9K
1% of jobs
$88.9K - $96.7K
2% of jobs
The median wage is $99.5K / yr.
$96.7K - $104.5K
27% of jobs
$107.4K is the 75th percentile. Wages above this are outliers.
$104.5K - $112.2K
21% of jobs
$112.2K - $120K
12% of jobs
$34.5K
$87.5K
$120K
The most popular types of Cfa Level 2 jobs are:
States with the most job openings for Salaried Cfa Level 2 jobs include:
The top searched job categories for Salaried Cfa Level 2 jobs are:

$116K - $150K/yr
Full-time
Re-posted 20 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