Financial Planning & Investment Strategist - Advisor Prep
H Cap Connect, LLC.
H Cap Connect, LLC in Parsippany, NJ, seeks a seasoned financial planning professional to serve as a technical resource for advisors, uniting planning, investment analysis, tax planning, risk management, and estate considerations for sophisticated client conversations.
You will develop comprehensive financial plans using MoneyGuidePro, with the firm transitioning to RightCapital, and leverage YCharts, Morningstar, BlackRock resources, and Excel to prepare compelling investment proposals and
#J-18808-LjbffrVacancy posted 2 days ago
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