- Lincoln Financial Group (San Diego, CA)
- …specific client fact patterns. * Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members. ... Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth , TX (Texas); Gainsville, FL (Florida); Glen Allen, VA...- 7+ years of financial planning experience with a broker -dealer, RIA, investment firm, law firm, or accounting firm.… more