Global Financial Planner & Tax Strategy Advisor
Creative Planning
A financial services company is seeking an International Financial Planner to interact with clients, analyze their financial situations, and implement tailored financial plans. The role involves preparing documents that consider both U.S. and foreign tax laws, managing client relationships, and ensuring accuracy in CRM software. Candidates should have a background in finance, at least 3 years in financial services, and experience living abroad. This is an integral role for onboarding new financial professionals. #J-18808-Ljbffr Creative Planning
Vacancy posted 3 days ago
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