Senior Wealth Manager & Planning Leader
rgwealthBrooklyn, NY
Senior Wealth Manager & Planning Leader
L5
rgwealthBrooklyn, NYyesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesRhame & Gorrell Wealth Management, an independent fee-only fiduciary RIA, seeks a Wealth Manager to lead client relationships and deliver comprehensive financial planning and investment strategies. You will coordinate with in-house tax and estate planning teams, navigate complex client needs, and drive growth through a proactive advisory approach.
The role emphasizes building relationships, presenting tailored plans, and mentoring junior staff, with a strong focus on fiduciary standards and
Apply now
Level
SeniorL5
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
To get sharper similar jobs, create your profile using the link below.