Senior CFP: Wealth Planning for High-Net-Worth Clients
Talon Hiring Solutions
Talon Hiring Solutions is seeking a Certified Financial Planner™ (CFP®) for their client in Hoover, AL. The role involves delivering comprehensive financial planning services to high-net-worth individuals, including developing tailored strategies for wealth accumulation and tax optimization. Candidates must have a CFP® designation and a bachelor's degree in Finance or related fields. Experience with high-net-worth clients and proficiency in financial planning software are also required. #J-18808-Ljbffr
Vacancy posted 1 day ago
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