The posting
Financial Planner, CFP 1B+ AUM Independent RIA San Diego, CA Overview Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office. Highlights • Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships • Work extensively with eMoney, Holistiplan, and...



