Financial Planning Manager

Destination Wealth Management

FULL_TIME

Salary

$0 - $0 per yearly

Location(s)

  • Walnut Creek CA US

Description

Financial Planning Manager (High-Net-Worth Clients). Department: Financial Planning. Reports To: Executive Leadership. Mandate: Lead, elevate, and standardize the financial planning function for high-net-worth and ultra-high-net-worth clients.

Tags

  • Management

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=MTkxODFjMTE2YzA0NDdlZGEwNDYxMmQ3MThlZGM2MmF8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site