| Job #: | 27328 |
|---|---|
| Title: | Financial Planning Professional |
| Job Location: | Los Angeles, California - United States |
| Employment Type: | |
| Salary: | contact recruiter for details |
| Employer Will Recruit From: | Regional |
| Relocation Paid?: | NO |
Our client ~ is an established and growing wealth management firm that provides HNW clients with full spectrum of wealth planning strategies including tax, trust, estate and investment planning
Position provides~ the opportunity to be trained in all areas of wealth planning with strong career track within the firm
~No busy tax seasons ~ No sales ~ 100% client focused ~ All training provided
Position involves ~ using your tax experience to work with senior members of the planning team to provide these services directly to HNW clients
Position requires ~ 3+ years of experience doing tax and/or holistic financial planning. Experience with e-money a plus but not required.
Education:
University - Bachelor's Degree/3-4 Year Degree
