Wealth Planning Associate
$70k - $75kCerity Partners Management LLC
Cerity Partners Management LLC in San Jose, California is seeking a Wealth Planner to assist in the development and management of comprehensive wealth strategies for clients. The role involves supporting client relationships, preparing financial plans, and assisting in client meetings. The ideal candidate will hold a Bachelor's degree and have some experience in financial planning. The compensation range is $70,000-75,000 and comes with health insurance, a 401(k) plan with a match, and flexible PTO. #J-18808-Ljbffr
Vacancy posted 5 days ago
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