Personal CFO for High-Net-Worth Families

L5

cfp board of standardsNew York, NYyesterday
Chemistry Wealth Management is seeking an experienced Private Wealth Advisor who will act as a Personal CFO for a select group of high-net-worth clients. You will coordinate investments, tax planning, estate planning, insurance, and retirement, delivering proactive, planning-led guidance with a white-glove client experience. The role emphasizes relationship leadership, multi-disciplinary coordination, and driving client outcomes within a growing, independent advisory firm that prioritizes
Apply now
Apply now

Level

SeniorL5

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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