Transitional Wealth Planner CFP® (In-Office, Sacramento)

Retirement Resource Center LLC

Sacramento, CA

JOB DETAILS
SALARY
$120,000–$175,000 Per Year
SKILLS
Certified Financial Planner (CFP), Financial Planning, High Net Worth, Management Strategy, Wealth Management
LOCATION
Sacramento, CA
POSTED
1 day ago

The AmeriFlex Group is looking for a Transitional Wealth Planner in Sacramento to provide comprehensive financial planning to high-net-worth clients. This full-time role emphasizes collaboration within established advisory practices and offers a competitive salary ranging from $120,000 to $175,000 based on experience and credentials.Unique opportunities exist for client engagement and professional development, supported by the firm's extensive resources. Applicants must have a CFP® certification and at least three years of experience in financial planning, with a focus on integrated wealth management strategies.#J-18808-Ljbffr

About the Company

R

Retirement Resource Center LLC