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Transitional Wealth Planner — CFP® (In-Office, Sacramento)

$120k - $175k

Retirement Resource Center, LLC.

The AmeriFlex Group is looking for a Transitional Wealth Planner in Sacramento to provide comprehensive financial planning to high-net-worth clients. This full-time role emphasizes collaboration within established advisory practices and offers a competitive salary ranging from $120,000 to $175,000 based on experience and credentials. Unique opportunities exist for client engagement and professional development, supported by the firm’s extensive resources. Applicants must have a CFP® certification and at least three years of experience in financial planning, with a focus on integrated wealth management strategies. #J-18808-Ljbffr Retirement Resource Center, LLC.

Vacancy posted 2 days ago
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