About this opportunity
RK Partners lists this CFP® Private Wealth Planner — Strategy, Plans & Client Impact opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.