Client-Focused Financial Planner
Modern Wealth Management
A financial advisory firm in the Phoenix/Mesa area is seeking a Financial Planner to provide comprehensive financial planning and advice. Responsibilities include preparing and presenting financial plans, collaborating with Lead Advisors, and maintaining client documentation to enhance the client experience. Ideal candidates have a CFP® designation and at least 3 years of experience in financial planning, ensuring a strong technical understanding of investments, retirement planning, and related areas. #J-18808-Ljbffr
Vacancy posted 4 days ago
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