Design Lead, FinTech Client Advisory
SGMLab
SGMLab is seeking a personal financial planning professional to lead client advisory efforts. You will act as a fiduciary, offering holistic guidance on saving, retirement, debt, and investments to clients. Preferred candidate holds a CFP or equivalent experience, with a focus on security, quality, scalability, and best practices. You will be on the front lines helping clients and representing the company’s standards. #J-18808-Ljbffr SGMLab
Vacancy posted 3 days ago
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