Personal CFO for High-Net-Worth Families
cfp board of standardsNew York, NY
Personal CFO for High-Net-Worth Families
cfp board of standardsNew York, NY
yesterday
Industries
Portfolio Management and Investment AdvicePrivate HouseholdsMiscellaneous Financial Investment ActivitiesAbout the role
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
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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