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© All Rights Reserved. ApplyBlast.com
J2T Recruiting
An experienced Financial Planner prepares and presents comprehensive financial plans to high net worth and ultra-high net worth clients while acting in a fiduciary capacity. The role involves analyzing client financial wellbeing, designing individualized plans, and collaborating with a service team to address complex life, business, and planning needs. This position requires expert-level knowledge in areas such as retirement, taxes, estate planning, and investment vehicles to guide clients through their financial journeys.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
J2T Recruiting didn’t post a salary, so this is our estimate from similar listings.
70% above the average for this role
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