PowerToFly
Senior Wealth Planning Director (HNW/UHNW)
PowerToFly, Walnut Creek, California, United States, 94598
A leading financial services firm is seeking a Financial Planning Director to partner with Financial Advisors in creating personalized financial planning experiences for high-net-worth clients. The ideal candidate will have a Bachelor’s degree, CFP® designation, and over 5 years of relevant experience. Responsibilities include developing complex wealth strategies and providing education to Financial Advisors. The role offers competitive compensation within a supportive firm culture focused on client success and professional growth.
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