Wealth Planning Quality Assurance Specialist
Frost Bank
A prominent financial services institution in San Antonio, TX is seeking a Financial Planning Specialist to assist in preparing financial plans for clients. The ideal candidate will have a Bachelor’s degree and experience with financial planning software. Responsibilities include reviewing Wealth Advisor’s financial plans, staying current on tax law, and ensuring quality control with integrity and excellence. This role offers competitive pay and a comprehensive benefits package including health insurance, retirement matching, and tuition reimbursement. #J-18808-Ljbffr Frost Bank
Vacancy posted 3 days ago
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