Wealth Planner & CFP-Driven Client Advisor

United Capital Financial Advisors, LLC

A financial advisory firm in the United States is looking for a Wealth Manager to provide personalized financial advice and investment strategies. The role requires a Bachelor's degree, a CFP designation or progress towards it, and 3-5 years of experience. Responsibilities include advising clients on taxes and retirement planning, managing relationships, and delivering financial planning. Competitive salary and benefits are offered. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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