RK Partners is seeking a Private Wealth Associate in Boston, MA to join a growing private wealth management team. The role blends financial planning with direct client relationships, partnering with a Private Wealth Advisor to analyze client situations, develop recommendations, prepare plans, and participate in client meetings.
Applicants should be CFP-certified with several years of wealth management experience, capable of building comprehensive plans and presenting recommendations to clients.
#J-18808-LjbffrCFP® Private Wealth Planner — Strategy, Plans & Client Impact in chicago at Unknown Company
This position is listed as full time and onsite.