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Strategic Financial Planning, Inc.
Plano, Texas
WGG Wealth Partners A private wealth advisory practice of Ameriprise Financial Services LLC.
Roseville, California
Telos Capital Management, Inc.
Newport Beach area, California
Los Angeles County Employees Retirement Association
Pasadena, California
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Associate Wealth Advisor (CFP)
About the Associate Wealth AdvisorThe Associate Wealth Advisor partners with Regional Directors, Wealth Advisors and Client Service Managers in the day-to-day requirements of client accounts, ensuring that their portfolio management is continuously implemented and adheres to their financial roadmap. The Associate Wealth Advisor’s overriding objective is protecting client’s wealth, helping them secure their financial goals, and hearing from them that they are comfortable and pleased with the entire process.The selected candidate for this position must have their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.About Halbert HargroveHalbert Hargrove provides a proven, goals-directed planning process for wealthy families
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