Financial Advisor

Creative Planning

Creative Planning is seeking a Financial Planner to engage with clients daily, develop and monitor financial plans, and collaborate with Wealth Managers. The ideal candidate should have a relevant educational background in Finance, Accounting, or Business Administration, and a minimum of 3 years experience in the financial services industry. Key responsibilities include preparing financial recommendations, managing client relationships, and updating plans as necessary. Candidates must also be able to pass internal exams and attain a Series 65 license within 120 days. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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