Financial Planner
Barnum Financial Group Tri State
Barnum Financial Group – Tri State seeks an experienced Financial Planner to lead the financial planning function for high-net-worth clients, families, and business owners, delivering customized planning strategies. The role targets professionals currently in financial planning or CFP designation holders, offering growth in a growth-oriented team with strong advisor support. Responsibilities include managing end-to-end planning, presenting plans in client meetings, and identifying opportunities #J-18808-Ljbffr
Vacancy posted 1 day ago
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