Financial Planner $75,000 - $99,999 Experienced jobs in California
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Altman Advisors is seeking an experienced, Family Office Planner and CFP® with a proven record of success to join our elite Family Office Group team.
As part to our private bank team, our financial planners map out wealth strategies and model complex scenarios for our high-net-worth clients.
Thinking of joining an RIA with an equity stake in your book of business plus access to qualified leads?