Senior Financial Planner UHNW Clients
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-03
Listing for:
Virtus Investment Partners, Inc
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
A national asset management firm in Los Angeles is looking for a Senior Financial Planner to work with high-net-worth clients. The role involves creating personalized financial plans, conducting tax analyses, and collaborating with Wealth Advisors. Candidates should have a CFP certification and strong analytical and communication skills. The position offers competitive pay and a comprehensive benefits package in a collaborative environment.
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Position Requirements
10+ Years
work experience
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