A leading financial services firm based in San Francisco is seeking an experienced professional in financial planning to manage client relationships and oversee the financial planning process. The ideal candidate will have a Bachelor's degree in Finance or Accounting and at least 7 years of experience, including a proven track record with ultra-high net worth clients. This position offers a competitive salary range of $85,000 to $270,000 and the potential for bonuses. Strong communication and leadership skills are essential.
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