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Financial Planning Assistant Path to Associate Advisor

$30k - $60k

Threadneedle group

Threadneedle group, based in Maryland, is seeking a full-time position to support its financial practices by collecting and analyzing clients' financial data. The role focuses on assisting client services, developing financial plans, and ensuring compliance with financial regulations. This position offers a salary range of $30,000 to $60,000, with opportunities for growth and bonuses upon achieving licenses. Ideal candidates will develop their financial advising skills under the mentorship of seasoned professionals. #J-18808-Ljbffr

Vacancy posted 1 day ago
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