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Senior Wealth Planner for High-Net-Worth Clients | CFP

$90k - $110k

AlphaCore Wealth Advisory

AlphaCore Wealth Advisory in San Diego, CA is seeking a Wealth Planner to manage financial plans for high-net-worth clients. This full-time role involves creating financial strategies, working with tax and legal advisors, and constructing investment portfolios. Ideal candidates should have a Bachelor's degree, CFP designation, and strong skills in relationship management and communication. A competitive salary between $90,000 to $110,000, along with benefits like health insurance and professional development assistance, is offered. #J-18808-Ljbffr AlphaCore Wealth Advisory

Vacancy posted 3 days ago
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