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Job description
The Well, a fiduciary, planning-first wealth management firm based in Santa Clarita, CA, seeks a Director of Financial Planning & Lead Servicing Advisor to lead planning across the firm and guide the Client Service Associate team. You will manage an established client base without prospecting.
Requirements include CFP certification, 5+ years in wealth management, Series 65 and Insurance Licenses; independent RIA experience and eMoney familiarity are a bonus.
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Worksite address
santa clarita, CA, 91382, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.