Job #: 27328
Title: Financial Planning Professional
Job Location: Los Angeles, California - United States
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
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 JOB DESCRIPTION
Position involves ~ using your tax experience to work with senior members of the planning team to provide these services directly to HNW clients QUALIFICATIONS
Position requires ~ 3+ years of experience doing tax and/or holistic financial planning. Experience with e-money a plus but not required.
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: