Wealth Planning & Client Services Coordinator

$75k - $100k

Optimal Dispatch Service LLC

A growing wealth management firm in Colorado is looking for a motivated individual to join their team. The role involves assisting in financial planning, preparing investment reports, and gathering data during client meetings. Candidates should have CFP certification and at least 2-3 years of experience in financial planning. Proficiency in Microsoft Excel and strong communication skills are essential. This position offers a competitive salary ranging from $75,000 to $100,000 annually along with numerous employee benefits including health insurance and training reimbursement. #J-18808-Ljbffr

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Vacancy posted 2 days ago

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