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Senior Wealth Planning Associate

ASPIRIANT LLC

ASPIRIANT LLC in Los Angeles seeks a Senior Associate for Wealth Management to assist managers with client services and preparation of financial documents. The role requires strong communication skills and knowledge of personal financial planning. Ideal candidates will have a Bachelor’s degree, 3-5 years of experience in wealth management, and be proactive in addressing client needs. The company values diversity and inclusion, striving for a supportive work environment. #J-18808-Ljbffr ASPIRIANT LLC

Vacancy posted 1 day ago
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