About us We are a fee-based financial planning practice located in Irvine, CA. Our clients are among the nations most affluent. New clientele have a targeted net worth of over $10 million. Our team is cohesive, collegial, fast paced and professional. Together, we provide our clients with an extraordinarily high level of service. About you You’ve spent the last several years in a financial services environment. You have solid technical knowledge in the investment planning and love rolling up ...
CareerBuilder - 20 months ago
- save job
-
block
