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Strategic Financial Planner (Hybrid)

The Jonus Group

The Jonus Group is seeking a Financial Planner in Fremont, California. This role involves providing comprehensive financial planning support, conducting financial analyses, and enhancing the client planning experience. You will collaborate closely with advisory teams to develop financial strategies and ensure quality financial plans. The ideal candidate will have a Bachelor's degree in Finance or related field, over 5 years of experience in financial planning, and a Series 65 license. A hybrid working model is available. #J-18808-Ljbffr The Jonus Group

Vacancy posted 4 days ago
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