Financial Planner for High-Net-Worth Clients
The Well
The Well is seeking a Financial Planner in Austin, Texas. This role involves leading client engagement throughout the financial planning process and providing customized advice. The ideal candidate has at least 5 years of experience in financial services, and a strong foundation in personal financial planning, particularly with pre-retirees. Responsibilities include collaborating with external advisors and preparing client communications. A bachelor's degree is required, along with experience in financial planning tools and CRM systems. #J-18808-Ljbffr The Well
Vacancy posted 1 day ago
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