Financial Planning Operations Specialist
CMC Recruiting
CMC Recruiting is seeking a Financial Planning Specialist for a boutique wealth management client in Hudson, WI. The role bridges planning strategy and operational execution, implementing recommendations and coordinating between Advisors, operations, and custodial platforms. You will manage planning workflows, gather client data, maintain CRM records, and support account openings, transfers, and non-discretionary trades. This process-driven environment offers strong growth and collaboration. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 3 days ago
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