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Wealth Planning Associate

NFP

NFP Corp in Madison, Wisconsin is seeking an Advisor Associate to support Advisors with wealth management and financial planning needs. Responsibilities include assisting in data gathering, case design, and portfolio management. The ideal candidate should have a relevant bachelor's degree and excellent communication skills. This position offers a competitive salary, along with other benefits like PTO, a 401(k) plan, and health programs. #J-18808-Ljbffr

Vacancy posted 3 days ago
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