Senior Financial Planner for UHNW Clients

A prominent investment firm in Los Angeles is seeking a Senior Financial Planner to support high-net-worth clients. This role involves creating tailored financial plans and collaborating with Wealth Advisors. The ideal candidate should possess CFP certification and have extensive experience in financial planning for affluent individuals. With strong analytical skills and exceptional communication abilities, the Senior Financial Planner will thrive in a collaborative environment, helping clients navigate intricate financial needs while ensuring top-notch service. #J-18808-Ljbffr