Senior Wealth Manager & Planning Leader
rgwealthBrooklyn, NY
Senior Wealth Manager & Planning Leader
rgwealthBrooklyn, NY
yesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Rhame & 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
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JOB OVERVIEW
Experience level
Senior
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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