The right candidate would have the ability creating plans for our clients that implement sound financial planning principles, investment planning, income planning, tax planning, estate planning, and Social Security planning into a holistic, advanced comprehensive plan. This candidate must have 1 years of experience working in the financial planning industry. You will be working closely with our advisors and Case design specialist. Through the assistance of your work, you will be bringing the case into a successful conclusion. Our advisors typically communicate with clients; you would be a member of the supporting team. This is not a sales role. However, you must be comfortable interacting with our clients should they have questions related or need an explanation on something.
Key Responsibilities:
Requirements:
Salary: 65k – 85k *pending experience
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Schedule:
Experience:
License/Certification:
Work Location: In person
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