Wealth Planning Associate
VALID8 Financial
Valid8 Financial, Inc. invites applications for the role of Associate Advisor in Richmond, VA. The position offers a unique opportunity to support financial advisors by preparing financial plans and managing client relationships effectively. The ideal candidate will have a Bachelor’s degree in Accounting or Finance and at least 2 years of relevant experience. Responsibilities include data gathering, client coordination, and participation in client meetings to enhance financial planning services. We offer a competitive salary, comprehensive benefits, and a collaborative work environment. #J-18808-Ljbffr
Vacancy posted 2 days ago
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