Financial Planner for High-Net-Worth Wealth Management
Compak Asset Management
Compak Asset Management in Newport Beach, CA is seeking a Financial Planner for a full-time, client-facing role. The ideal candidate will collaborate with Wealth Managers, prepare comprehensive financial plans, and ensure a seamless wealth management experience for high-net-worth families. Required qualifications include a Bachelor's degree, 3+ years of financial planning experience, and strong communication skills. Benefits include competitive salary, a full benefits package, and a 401(k) plan with a company contribution. #J-18808-Ljbffr Compak Asset Management
Vacancy posted 4 days ago
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