Financial Planning Associate: Strategic Planner & Analyst

A financial services firm in Los Angeles seeks a Financial Planning Associate to support the Wealth Management Advisor. This role includes creating comprehensive financial plans, attending client meetings, and managing workflow processes. The ideal candidate will demonstrate investment proficiency and have strong communication skills, alongside a collaborative approach. Compensation ranges from $75,000 to $95,000 based on experience, with expectations for at least three days in the Downtown Los Angeles office.
#J-18808-Ljbffr