Client-Focused Financial Planner
Cary Street Partners
Cary Street Partners is seeking a Financial Planner to support Financial Advisors in Virginia Beach. You will help prepare and present financial plans, monitor progress toward client goals, and maintain data integrity and compliance across client accounts. Responsibilities include client meetings, meeting planning, and collaboration with CPAs and estate attorneys to deliver a cohesive family-office experience. Strong communication and teamwork are essential. #J-18808-Ljbffr Cary Street Partners
Vacancy posted 4 days ago
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