Senior Wealth Planner for UHNW Families
$115k - $140kDormont Manufacturing Co
Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century City, CA. This role involves designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow their wealth. Key qualifications include a CFP designation and a Bachelor's degree in finance or accounting, alongside a strong background in client relationship management. The position offers a starting salary of $115,000 to $140,000 with associated benefits. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
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