Our client, a Century City-based RIA, is seeking an experienced Senior Financial Planner (SFP) to work closely with new and existing clients to deliver comprehensive financial planning services. The Planner will work with internal partners to gather data, construct financial plans, and deliver plans to clients. Heavy client interaction and the ability to lead client meetings required. CFP designation also required, CPA, JD and experience with eMoney desired. If you are interested in learning more, please contact me at Denise@AlphaCareersLLC.com or 310-507-7155.
Dec 11, 2020