Financial Planner $100,000 or more jobs in San Diego
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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.
Rapidly growing wealth advisor firm with a national client base. Seeking motivated CFP to lead our firmwide planning efforts and build out platform.