Senior Wealth Planner for UHNW Families

Dormont Manufacturing Company

Los Angeles, CA

JOB DETAILS
SALARY
$115,000–$140,000 Per Year
SKILLS
Accounting, Certified Financial Planner (CFP), Customer Relationship Management (CRM), Finance, Financial Planning, High Net Worth, Manufacturing, Tax Accounting
LOCATION
Los Angeles, CA
POSTED
4 days ago

Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century City, CA. This role involves designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow their wealth.Key qualifications include a CFP designation and a Bachelor's degree in finance or accounting, alongside a strong background in client relationship management. The position offers a starting salary of $115,000 to $140,000 with associated benefits.#J-18808-Ljbffr

About the Company

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Dormont Manufacturing Company