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Financial Planning Associate — In-Office, Client Impact

Level Financial Advisors

Level Financial Advisors is seeking a Financial Planning Associate in East Amherst, NY. This full-time position involves assisting our Financial Advisors with daily tasks, creating financial plans, and handling various client services tasks. The ideal candidate will have a Bachelor's Degree and excellent organizational skills. The role offers benefits including health insurance, 401K plan with match, and paid parental leave. #J-18808-Ljbffr Level Financial Advisors

Vacancy posted 4 days ago
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