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Found 1 5 to 9 years, Pursuing, Employer job
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.
Seeking a candidate with 6+ years of experience, with a Paraplanner or Second Chair Advisor background to help mold the future growth of our business.