Retirement & Financial Wellness Advisor
Creative Planning
A financial services firm is seeking a Financial Wellness Consultant to deliver high-quality financial education to clients and participants. This role requires leading workshops, providing tailored support, and managing client relationships effectively. The ideal candidate will have over 5 years of experience in financial services, strong communication skills, and relevant qualifications such as Series 65 or CFP®. This position emphasizes personalized financial planning and education, ensuring clients achieve their financial goals. #J-18808-Ljbffr Creative Planning
Vacancy posted 3 days ago
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