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Associate Head of Planning

stifel · Sherman Oaks, CA, US

Manager LevelImported listingfull-timeabout 2 months ago

About The Role

The Associate Head of Planning develops and implements comprehensive financial plans and strategies tailored to clients' goals and needs. This role provides investment advice, retirement planning, risk management, and tax optimization services. This position collaborates with clients to assess financial situations, set objectives, and monitor progress to ensure long-term financial security and growth.

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