Wealth Advisor Associate: Custom Financial Planning
ECG Resources
A financial advisory firm in Boston is seeking an experienced Associate Wealth Advisor to develop and present comprehensive financial plans tailored for clients. This role involves managing client relationships, utilizing financial planning software, and supporting the advisory team in business development initiatives. The ideal candidate will hold a Bachelor's Degree, possess 4+ years in financial services, and demonstrate expertise in investment strategies and tax planning. A CFP® designation is preferred. Competitive compensation and benefits offered. #J-18808-Ljbffr ECG Resources
Vacancy posted 2 days ago
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