Strategic Wealth Planning Leader - Western Region
$140k - $200kDormont Manufacturing Co
Dormont Manufacturing Co seeks a Financial Planning Director to partner with Financial Advisors in providing customized planning for high-net-worth clients in Tempe, AZ. The ideal candidate will have extensive experience in tax-efficient strategies, risk management, and the ability to deliver complex financial advice. This role involves utilizing advanced planning tools and contributing to client-centric discussions. Candidates should possess a CFP® designation and active Series 7 and 66 licenses. The compensation ranges from $140,000 to $200,000 annually, along with a broad benefits package. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
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