Associate Wealth Architect

Wealth Architects

FULL_TIME

Salary

$0 - $0 per yearly

Location(s)

  • Mountain View CA US

Description

Position Overview: The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and learning from Wealth Architects (WAs) and the Chief Wealth Architect, including data gathering, case design, scenario building, financial plan development and financial plan impleme

Tags

  • Sales & Marketing

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=ZDQzNThkMTc5MWRhNDU3NjgyNmQzMGM4NDE5NDA1ZGF8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site