Wealth Planning Client Services Associate
Pernini Legal, Inc.
Pernini Legal, Inc. in Wexford, PA, is seeking a Client Service Associate – Financial Planning to support wealth advisors and service high-net-worth clients. You will open new accounts, prepare documentation, input data into planning software, manage CRM (AdviserEngine), and assist with meeting presentations using PowerPoint. A Bachelor’s degree is required and applicants should aim to obtain a CFP or related designation. #J-18808-Ljbffr Pernini Legal, Inc.
Vacancy posted 3 days ago
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