Job Details

A financial advisory firm is seeking a Wealth Planner to deliver advanced tax and comprehensive financial planning for high-net-worth clients. The ideal candidate will have significant tax planning experience and be able to translate complex concepts into actionable guidance, fostering a high-quality client experience. This role offers a hybrid work model, requiring in-office presence 3–4 times a month and a competitive salary range.#J-18808-Ljbffr