Director of Financial Planning & Wealth Strategy
Spinnaker Investment Group, LLC
Spinnaker Investment Group, LLC in Newport Beach, CA is seeking a Director of Financial Planning. This role is integral in delivering comprehensive financial planning services to clients including retirement, tax, and estate planning. The ideal candidate will have a Bachelor's degree in a related field, at least 5 years of experience, and significantly contribute to managing client relationships while ensuring high attention to detail. #J-18808-Ljbffr Spinnaker Investment Group, LLC
Vacancy posted 1 day ago
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