Fast growing, multi-disciplined financial planning firm seeks an experienced financial planner to work on existing clients and coordinate between our tax, trust, entity, portfolio and insurance teams. This is a fast paced and highly skilled firm that works with high net worth individuals in a true comprehensive fiduciary planning firm. You will be working within our main program, Emoney and maintaining out client relationships. If you want to take your career and ability to help people to the next level then see if you have what it takes.
PLEASE READ THE EXPERIENCE REQUIRED AND PLEASE DO NOT APPLY UNLESS YOU MEET THESE REQUIREMENTS. ANY APPLICATIONS SUBMITTED WITHOUT MEETING THE EXPERIENCE REQUIREMENTS WILL BE BLOCKED FROM ALL FURTHER JOB OPPORTUNITIES