Wealth Planning Associate - San Francisco, California United States - 46097



JOB DESCRIPTION

Job #: 46097
Title: Wealth Planning Associate
Job Location: San Francisco, California - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Position offers the opportunity to be trained in all areas of holistic wealth planning with excellent work/life balance and a strong career track within the firm.

JOB DESCRIPTION

Our client  is an established wealth management firm that provides HNW clients with the full spectrum of wealth planning strategies including tax, trust, estate and investment planning.

 

  • Work closely with senior advisors to design and implement comprehensive financial plans

QUALIFICATIONS

Ideal candidate will have 3-7 years of experience doing comprehensive financial planning. 

Knowledge of e-money a plus but not required.

CFP preferred.

Education:
University - Bachelor's Degree/3-4 Year Degree

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