Financial Planning Associate: Build Plans & Support Clients
Fortivus Wealth Group
Fortivus Wealth Group seeks a detail-oriented financial planning assistant to support the planning process. You will gather client data, build plans, and assist advisors in delivering a high-quality planning experience. The role emphasizes data accuracy, timely deliverables, and strong communication with clients and team members. Experience with PX, CRM, and MS Office is preferred, with licensing to be completed within 45 days. #J-18808-Ljbffr Fortivus Wealth Group
Vacancy posted 21 hours ago
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