CFP Wealth Planning Advisor
Jobtailor
Jobtailor in Dallas is seeking an experienced financial planner to support wealth management advisors. You will write and support comprehensive financial plans tailored for clients, and collaborate with teams to identify and address critical client needs. Requirements include a university degree, 2+ years of experience (3+ preferred), and CFP certification upon hire. Series registrations and CFP are essential for credentialing within this role. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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Vanguard
Dallas, TX5 days ago
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