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Job description
Leah Yosef International, a fast-growing independent RIA in San Diego, seeks a Financial Planner to deliver sophisticated financial planning for high net worth clientele from its San Diego office.
The role focuses on gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships, with extensive use of eMoney, Holistiplan, and Wealth.com to expand planning capabilities.
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.