Senior Financial Planning Manager HNW/UHNW
Destination Wealth Management
A wealth management firm in Walnut Creek is seeking a Financial Planning Manager to lead and standardize the financial planning function for high-net-worth clients. Responsibilities include overseeing financial planning deliverables, mentoring financial planners, and ensuring the accuracy and strategic value of the work. The ideal candidate has a Bachelor's in a related field, a CFP® designation, and over 8 years of financial planning experience. This senior leadership role emphasizes strategic execution and team management. #J-18808-Ljbffr
Vacancy posted 4 days ago
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