Wealth Planning Assistant Advisor
TalentLink Solutions
TalentLink Solutions in Marlborough, MA is seeking an Assistant Advisor to partner with financial advisors, prepare analyses, and develop comprehensive written financial plans for client presentations. You will use planning software to research strategies, prepare meeting materials, and own follow-through on action items while expanding wealth management knowledge. A working knowledge of portfolio allocation, investments, and general financial planning is expected; experience with insurance #J-18808-Ljbffr TalentLink Solutions
Vacancy posted 23 hours ago
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