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DIRECTOR OF WEALTH PLANNING
Lead Wealth Planning Team. Function as an expert/knowledge center for all things related to Wealth Planning. Oversee construction of all client and prospect financial plans through MoneyGuide Pro. Develop and oversee processes aro...
Company | Confluence Financial Partners |
---|---|
Address | Pittsburgh, PA |
Category | Information Technology |
Salary | From $125,000 a year |
Job type | Full-time |
Date Posted | a month ago See detail |
Director of Wealth Planning
Confluence Financial Partners
Pittsburgh, PA
From $125,000 a year
Lead Wealth Planning Team. Function as an expert/knowledge center for all things related to Wealth Planning. Oversee construction of all client and prospect financial plans through MoneyGuide Pro. Develop and oversee processes aro...
a month ago seen See more...