Financial Planning Consultant: Retirement & Estate Strategy
BBF Wealth
A financial services firm in the Town of Florida is seeking a Financial Planning Consultant. The role involves partnering with Financial Advisors to review client portfolios and recommends tailored financial plans. Candidates should possess a Bachelor's degree in a relevant field, endure three years of experience, and have relevant licenses. The position demands detailed client engagement, financial analysis, and adherence to compliance standards, offering a professional environment focused on client well-being. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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