Wealth Planning Specialist - Irvine
1 week ago

Job summary
Wealth Planning Specialist Revant Wealth is an independent private wealth management firm based in Irvine.The person will translate complex planning strategies into clean deliverables and supports day-to-day investment operations that keep client accounts running smoothly.
This role has growing responsibility as trust is earned.- Build and maintain client financial plans while curating meeting prep and summaries .
- Run repeatable analyses for retirement timing cash flow tax strategy benefit elections.
Job description
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