Client-Centric Financial Planning Lead
Claire Myers Consulting
Claire Myers Consulting in Raleigh, North Carolina, is seeking a Planning Lead. This role is pivotal in preparing Advisors for client meetings, analyzing financial data, and ensuring effective communication with clients. The Planning Lead will manage outstanding tasks, coordinate money movement requests, and maintain client information accurately. The ideal candidate possesses a Bachelor’s degree and has 3–5 years in financial planning or a related field. Strong communication skills and attention to detail are essential for success in this collaborative, values-driven firm. #J-18808-Ljbffr Claire Myers Consulting
Vacancy posted 3 days ago
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