Is Strategic Planning (Wealth Management) a FO role?

As the title says, Is strategic planning in wealth management a front office position? I've seen on the job description that it will also allow you to take the CFA during the program

cheers

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Hi Real Marcus Halberstram, no, I never sleep and so I can respond to any lonely threads (like this one) at all hours of the night. Impressive, I know ;-)

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  • More suggestions...

No promises, but maybe one of our professional members will share their wisdom: j_mukerji @wq1024" @jhsu1209"

Hope that helps.

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