Financial Advisor Assistant - Wealth Management
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Description
Job Description Our firm is a premier, family-owned financial and tax management firm based in beautiful Santa Barbara, California.
Since our founding in the 1960s, we have been dedicated to providing comprehensive wealth management, investment strategies, and personalized tax planning for our clients, their families, and their legacies. \n \n As a multi-generational firm, we take pride in building deep, long-lasting relationships rooted in three core values: Integrity First, Clear Communicatio…
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