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Remote Wealth Planner & Fiduciary Advisor

Cain Watters & Associates

Frisco, TX
  • Remote job

Cain Watters & Associates is seeking a Financial Planner to deliver goal-based financial planning and comprehensive wealth management for clients. You will serve as a primary advisor, integrating planning, investment, tax strategy, business planning, and retirement considerations while upholding fiduciary standards. Travel to firm events is required. The role involves coordinating with tax and accounting teams and maintaining high-quality client relationships, with a focus on long-term wealth #J-18808-Ljbffr Cain Watters & Associates

Vacancy posted 2 days ago
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