Prosperity Wealth Planning

About 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.

2 jobs with Prosperity Wealth Planning

  • Associate Financial Planner

    • The position is currently virtual and is located in Southern California.
    • Total compensation is made up of a base salary, production bonus and a firm performance bonus.
    • Prosperity Wealth Planning

    The Associate Financial Planner position will prepare financial plans and reviews and cover all aspects of financial planning, from the discovery proc

  • Financial Planning Analyst

    • The position is currently virtual and is located in Southern California.
    • Total compensation is made up of a base salary and a firm performance bonus
    • Prosperity Wealth Planning

    The Financial Planning Analyst will be exposed to most facets of wealth management, including financial planning and investment management.