Junior Financial Planner: Data-Driven & Client-Focused

$80k - $95k

Heritage Financial Services, LLC

A financial advisory firm in Westwood is seeking an entry-level Associate Financial Planner to join their planning team. The role involves creating and updating financial plans, performing detailed financial analyses, and collaborating across departments. Candidates should possess a Bachelor's degree, have strong attention to detail, and be adept in Excel. The firm offers competitive salaries ranging from $80,000 to $95,000 along with PTO and paid holidays. #J-18808-Ljbffr Heritage Financial Services, LLC

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Vacancy posted 2 days ago

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