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Financial Planning Professional
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Los Angeles, CA
JOB DESCRIPTION

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

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.

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




How to Apply:


 
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