Strategic Wealth & Planning Manager

Fiduciary Counselling, Inc.

A private wealth management firm is seeking a Financial Manager to partner with Client Advisors for comprehensive client financial management. Responsibilities include coordinating financial activities, ensuring precise execution of services, and providing proactive financial insights. Ideal candidates should have a bachelor's degree in finance or related field, at least 5 years of experience in financial planning, and strong communication skills. Advanced certifications like CFP or CPA are preferred. #J-18808-Ljbffr Fiduciary Counselling, Inc.

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Vacancy posted 1 day ago

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