Senior Wealth Planner & UHNW Estate Strategist

Virtus Investment Partners

Los Angeles, CA

JOB DETAILS
SALARY
$125,000–$175,000 Per Year
SKILLS
Certified Financial Planner (CFP), Communication Skills, Customer Experience, Financial Planning, High Net Worth, Tax Planning
LOCATION
Los Angeles, CA
POSTED
3 days ago

Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes. Candidates should have at least 5 years of experience in financial planning, a CFP designation, and strong communication skills. Competitive pay and benefits are included, with a compensation range of $125,000 to $175,000.#J-18808-Ljbffr

About the Company

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Virtus Investment Partners