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Transitional Wealth Planner — CFP® (In-Office, Sacramento
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-06-26
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Ameri Flex Group is looking for a Transitional Wealth Planner in Sacramento to provide comprehensive financial planning to high-net-worth clients. This full-time role emphasizes collaboration within established advisory practices and offers a competitive salary ranging from $120,000 to $175,000 based on experience and credentials.
Unique opportunities exist for client engagement and professional development, supported by the firm’s extensive resources. Applicants must have a CFP® certification and at least three years of experience in financial planning, with a focus on integrated wealth management strategies.
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