CFP Wealth Planner: Growth & Legacy
Corient
Corient in Washington is seeking a motivated financial professional to join their team. Responsibilities include completing financial plans and investment reports while engaging with clients to enhance their financial knowledge. The ideal candidate holds a Bachelor's degree and CFP® certification, with 2-3 years of experience in financial planning. The company offers a supportive environment that values growth and client service excellence. Benefits include 401(k) matching, paid leave, and subsidies for medical plans. #J-18808-Ljbffr Corient
Vacancy posted 5 days ago
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