Wealth Strategist opportunity at NewEdge Capital Group in New York City, NY in the Finance sector. This position offers $150,000 – $190,000/yr. This is a contract position. Apply directly on the employer's site via Posito — no account required.

Wealth Strategist

NewEdge Capital Group

📍 New York City, NY 💼 Finance 💵 $150,000 – $190,000/yr Contract

Pay

$150,000 – $190,000/yr

Job type

Contract

Location

New York City, NY

Category

Finance

Posted

18 days ago

Expires

2026-08-31

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Full job description

Job Summary: The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements spanning cash flow and liquidity planning, estate and wealth transfer planning, tax mitigation planning, business succession planning, and philanthropy. Reporting directly to the Head of Wealth Strategy, the…

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