Financial Planner jobs in Greentree
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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.
As the in-house expert, this position provides in-depth financial planning advice, insight, and analysis to the firm’s team of financial advisors.