State Licensed Wealth Planning SVP

Company: VirtualVocations
Location: Signal Hill
Posted on: April 4, 2025

Job Description:

A company is looking for a Senior Vice President of Advanced Wealth Planning.
Key Responsibilities

Complete client data-gathering and input data into financial planning software while collaborating with tax, estate, and trust colleagues
Construct comprehensive financial plans focusing on estate, philanthropic, tax mitigation, and risk management strategies
Present financial plan recommendations to clients in an approachable manner and educate them on estate planning strategies

Required Qualifications

Bachelor's degree
5+ years of experience in financial planning or estate planning
CFP designation
Experience with eMoney Advisor
Experience with complex estate planning

Keywords: VirtualVocations, Los Angeles , State Licensed Wealth Planning SVP, Other , Signal Hill, California

Click here to apply!

Didn't find what you're looking for? Search again!

Let Signal Hill recruiters find you. Post your resume for free!

Get Signal Hill Other jobs via email.

View more Los Angeles Other jobs

Other Other Jobs

Occupational Therapist (OT) PRN
Description: Description: br Facility Name: Kindred Hospital Los Angeles br Setting: Long Term Acute Care br Job Type: Per Diem br City/State: Los Angeles CA br br Lifepoint Rehabilitation is a leading (more...)
Company: LifePoint Health
Location: Los Angeles
Posted on: 04/10/2025

Veterinarian - Sign On, Relocation and Debt Relief
Description: Doctor of Veterinary MedicineSign-on Bonus up to 200,000 at certain locations The anticipated starting base salary range for individuals expressing interest in this position is 102,000 to 170,000 per (more...)
Company: Banfield, The Pet Hospital
Location: Westlake Village
Posted on: 04/10/2025

Research Associate II - Cetrulo Lab
Description: Job DescriptionWhen the work you do every single day has a crucial impact on the lives of others, every effort, every detail, and every second matters. This shared culture of happiness, passion, and dedication (more...)
Company: CEDARS-SINAI
Location: Los Angeles
Posted on: 04/10/2025

Salary in Los Angeles, California Area | More details for Los Angeles, California Jobs |Salary

Travel Cath Lab Technologist - $2,757 per week
Description: Job DescriptionLRS Healthcare - Imaging is seeking a travel Cath Lab Technologist for a travel job in Los Angeles, California.Job Description Requirements ul li Specialty: Cath Lab Technologist (more...)
Company: LRS Healthcare - Imaging
Location: Los Angeles
Posted on: 04/10/2025

Travel Nurse RN - PICU - Pediatric Intensive Care - $2,585 per week
Description: PRN Healthcare is seeking a travel nurse RN PICU - Pediatric Intensive Care for a travel nursing job in Los Angeles, California.Job Description Requirements ul li Specialty: PICU - Pediatric Intensive (more...)
Company: PRN Healthcare
Location: Los Angeles
Posted on: 04/10/2025

Infection Prevention and Control Nurse
Description: Description br br 38.55 - 60.23 / hour br br ScionHealth is committed to a culture of service excellence as demonstrated by our employees' adherence to the service excellence principles of Pride, (more...)
Company: ScionHealth
Location: Villa Park
Posted on: 04/10/2025

Research Associate I, Osipov Lab (Onsite)
Description: Job DescriptionWorking under direct supervision, the Research Associate I performs a variety of routine experimental protocols and procedures to support the objectives of one or more laboratory research (more...)
Company: CEDARS-SINAI
Location: Los Angeles
Posted on: 04/10/2025

Veterinarian - Time Away-No Negative Accrual
Description: Doctor of Veterinary MedicineThe anticipated starting base salary range for individuals expressing interest in this position is 102,000 to 170,000 per year, plus production. Base salary to be determined (more...)
Company: Banfield, The Pet Hospital
Location: Westlake Village
Posted on: 04/10/2025

Field Services Coordinator
Description: br br br br br br br br Field Services Coordinator br br br br Location br br US-CA-Los Angeles br br br Job ID br br 2025-2382 br br br br br Reports (more...)
Company: SAG-AFTRA
Location: Los Angeles
Posted on: 04/10/2025

Travel Nuclear Medicine Technologist - $2,737 per week
Description: Job DescriptionAnders Group is seeking a travel Nuclear Medicine Technologist for a travel job in Los Angeles, California.Job Description Requirements ul li Specialty: Nuclear Medicine Technologist (more...)
Company: Anders Group
Location: Los Angeles
Posted on: 04/10/2025

Loading more jobs...

State Licensed Wealth Planning SVP

Didn't find what you're looking for? Search again!

Other Other Jobs

Log In or Create An Account