Wealth Management Advisor: Planning Assistant for Clients
Everest Financial Group
Everest Financial Group is seeking a Financial Advisor to join our wealth management team. You will support a Senior Financial Advisor by servicing an expanding book of business, delivering holistic financial plans, and maintaining strong client relationships. The role emphasizes client service, coordination with the team, and accuracy in planning. CFP preferred but not required; salary includes bonus rather than commission. #J-18808-Ljbffr Everest Financial Group
Vacancy posted 22 hours ago
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