Associate Financial Advisor - Holistic Wealth Planner
Strategic Financial Associates, LLC
Strategic Financial Associates, LLC is seeking an Associate Financial Advisor for a full-time, on-site position in Bethesda, MD. The role supports senior advisors in gathering client data, preparing comprehensive financial plans, and assisting with recommendations across insurance, investments, retirement and estate planning. You will participate in client meetings and help document action items. The ideal candidate has a finance-related bachelor's degree, strong analytical skills, and excellent #J-18808-Ljbffr Strategic Financial Associates, LLC
Vacancy posted 3 days ago
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