|Title:||Wealth Planning Associate|
|Job Location:||San Francisco, California - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Regional|
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.
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.
Ideal candidate will have 3-7 years of experience doing comprehensive financial planning.
Knowledge of e-money a plus but not required.
University - Bachelor's Degree/3-4 Year Degree