A company is looking for a Financial Planner to support Financial Advisors in developing comprehensive financial plans and analyses.
Key ResponsibilitiesSupport the Financial Advisor with the creation of customized financial plansUtilize financial planning tools to create reports and analysesParticipate in the training and mentoring of new team membersRequired Qualifications, Training, and EducationBachelor's Degree in business, finance, economics, or related field3+ years of experience in Financial ServicesProficiency in financial planning technologyFamiliarity with Salesforce and related softwarePreferred advanced designations such as CFP, CPA, EA, JD, or MBA
Financial Planner
A company is looking for a Financial Planner to support Financial Advisors in developing comprehensive financial plans and analyses. ...
Financial Planner
Explore a career as a FINANCIAL PLANNER!. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is...
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