Senior Fee-Only Financial Planner for High-Net-Worth

Il y a 20 heures

Job, Rhône-Alpes, France Clark Asset Management, LLC Temps plein

Clark Asset Management, LLC seeks a Lead Planner to manage 70+ high net worth relationships and lead planning and investment strategies with our full decision support suite.

Diverses compétences non techniques et une certaine expérience peuvent être requises pour le poste suivant. Veuillez vous assurer de vérifier attentivement l'aperçu ci-dessous.

You will coordinate colleagues to deliver outstanding service and contribute to firm growth. xuezdbg

The ideal candidate holds a CFP designation and has 5+ years in personal financial planning, 3+ years managing high net worth relationships, and 10+ years total work experience.