Morton Wealth
Financial Planning Associate
Calabasas, CA
Sponsorship not specifiedDetected 22 days ago
Public Speaking
About the role
- Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial Planning Associate position.
- While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration.
Requirements
- Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA.
- If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.
- Requirements Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team.
- Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.
Benefits
- Competitive compensation package Retirement and health benefits Transparent career tracks and opportunities for advancement within the organization
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