Prosperity Wealth Planning
Prosperity Wealth Planning is a boutique financial planning practice that respects and cares about our team as much as we do our clients. We work with a variety of clients with a specific niche in planning for automotive professionals. With our core values of simplicity, transparency, and progress, we are driven to transform clients into members of our family, and ultimately, firm advocates through the successful use of client-centric fiduciary standards and values-based financial planning.
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- Prosperity Wealth Planning
- The position will be hybrid, two days a week in office and is located in Orange County, California.
- Total compensation is made up of a base salary, production bonus and a firm performance bonus.
Our Associate Financial Planner position will prepare financial plans and reviews and cover all aspects of financial planning, from the discovery proc
View details about Associate Financial Planner