Wealth Planning Associate
Shepard Wealth Advisors
A financial advisory firm in Kansas City is seeking a detail-oriented individual for an entry-level position in finance and sales. Responsibilities include assisting in creating investment plans and building trusted relationships with clients. The ideal candidate will have a Bachelor’s degree in a relevant field, with financial industry experience preferred, along with communication skills. Full-time role with benefits like medical insurance and 401(k). #J-18808-Ljbffr
Vacancy posted 1 day ago
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