Wealth Planning Specialist (CFP)
Mercer Advisors
Mercer Advisors in McLean, VA is seeking a Financial Planning Associate to join the centralized Financial Planning Group that supports Wealth Management Teams nationwide. You will analyze client data, build comprehensive financial plans, and collaborate with investments, tax, estate planning, and insurance specialists. A CFP background and familiarity with planning software are preferred; strong attention to detail and communication are essential. #J-18808-Ljbffr Mercer Advisors
Vacancy posted 4 days ago
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