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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.
We are in need of a CFP to service an existing book of business in sunny, income tax-free, Central Florida. Great work environment!
Using technical financial planning expertise to support the advisors through financial plan development and planning support.