Wealth Planner: Client-First Financial Planning Pro
Vaco Recruiter Services
Vaco Recruiter Services in Louisville, KY seeks a Wealth Planner to support high-net-worth clients with comprehensive financial planning, client service, and collaborative work with advisors. The role requires a bachelor's in Finance, Business, Economics, or related field and CFP designation or active candidate status. You will assist with plan preparation, review statements, maintain records in CRM and planning software, and nurture long-term client relationships through attentive, proactive #J-18808-Ljbffr Vaco Recruiter Services
Vacancy posted 5 days ago
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