Financial Planning Associate for High-Net-Worth Clients
Job in
Calabasas, Los Angeles County, California, 91302, USA
Listed on 2026-08-14
Listing for:
Morton Wealth
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Morton Wealth in the United States is seeking qualified candidates for a Financial Planning Associate role that partners with Wealth Advisors to deliver comprehensive, non-investment financial planning for high-net-worth clients. The ideal candidate has at least 3 years of experience in financial planning or advisory within a wealth management environment and holds a CFP certification.
This position emphasizes client relationship-building, advanced cash flow analysis, and thoughtful planning
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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