Remote Wealth Planner (CFP Path) - Growth & Planning
SDL Search Partners
Boston, MA
- Remote job
A national wealth management firm is seeking a Wealth Planning Associate to join their Relationship Management team. This role focuses on financial planning without sales pressure and offers unlimited growth potential. Responsibilities include generating client reports, writing financial plans, managing client information, and monitoring transactions. Candidates should have or be pursuing a CFP designation and hold a degree in finance or accounting. This position allows for remote work opportunities. #J-18808-Ljbffr SDL Search Partners
Vacancy posted 4 days ago
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