Wealth Planning Associate - Data-Driven
allworthfinancial
Allworth Financial is seeking a Wealth Planner to join the Wealth Planning Team in Cincinnati. This role focuses on organizing client data, entering information into planning software, analyzing data, and preparing initial proposals and comprehensive financial plans, behind the scenes to support Advisors. The ideal candidate has 2-3 years in financial services, a Bachelor's degree in finance or related field, familiarity with eMoney or MoneyGuidePro, and comfort with Salesforce; travel up to 5% #J-18808-Ljbffr allworthfinancial
Vacancy posted 4 days ago
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