Remote Financial Advisor | Wealth & Retirement Planning
Vann Equity Management
Plano, TX
- Remote job
Vann Equity Management in Plano, Texas, seeks a Financial Advisor to work remotely. You will meet clients to understand their financial goals and develop customized investment strategies, handling day-to-day analysis of portfolios and providing ongoing retirement planning advice. The ideal candidate has strong financial planning skills, experience working with high net-worth clients, and is proficient with financial planning tools and portfolio analysis software. This role requires excellent communication and the ability to build long-term client relationships. #J-18808-Ljbffr Vann Equity Management
Vacancy posted 1 day ago
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