Associate Director, Elite Wealth & Estate Planning

The Bahnsen Group is seeking an Associate Director in Newport Beach, CA, for its Planning Department. This full-time, in-office role involves creating sophisticated financial strategies, focusing on estate planning for high-net-worth clients. Responsibilities include preparing planning deliverables, leading client meetings, and coordinating with various departments. Candidates should have a Bachelor’s degree, 5+ years of experience, and preferably a CFP® designation. The position includes a comprehensive benefits package and potential for annual bonuses. #J-18808-Ljbffr