Financial Planner
Advisor Talent Solutions
Advisor Talent Solutions in Columbia, SC seeks a Financial Planner to lead team efforts in creating customized comprehensive financial plans, annual updates, and client analysis. The role involves collaborating with CPAs and paraplanners to support advisors and optimize client outcomes. Responsibilities include preparing plans, evaluating opportunities, and presenting complex concepts to clients during meetings. Strong communication and analytical skills are essential. #J-18808-Ljbffr
Vacancy posted 7 hours ago
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