Private Wealth Management Financial Planning Analyst

What you’d do

Provide financial planning support to Financial Advisors and Private Wealth Advisors by using firm-approved tools, engaging with clients, and helping build scalable planning processes. Full-time role in New York. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

• 5+ years of relevant work experience
• Active Series 7 license
• Active Series 66 or Series 63 and Series 65 licenses
• Complete and maintain Financial Planning Specialist designation