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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.
Director of Planning at a fee-only RIA. Work with great clients in a growing, referral only, business. Remote office and many benefits offered.