💻 Tech🏢 Hybrid💼 Full Time🔥 Hot1h ago
Financial Planning Lead
Confidential
📍 Walnut Creek, CA
$150,000–$250,000/year
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Role Details
- This full-time leadership role is for a senior financial planning professional to oversee and elevate the planning function at a respected the company serving high-net-worth families, working hybrid with 2 days onsite…