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Titan

Senior Financial Planner — Equity, 401(k) Match & Growth

Titan, San Francisco, California, United States, 94199

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A leading wealth management firm in California seeks a Financial Planner/Senior Financial Planner to deliver high-quality financial plans and support client education. This role involves building scalable planning systems and collaborating with advisors on complex client interactions. Candidates should have 4-6 years of relevant experience, preferably hold a CFP designation, and possess exceptional communication skills. The position offers a competitive salary and extensive benefits including flexible PTO and health coverage. #J-18808-Ljbffr