Financial Planner
Corient
A financial planning firm based in Florida is seeking an Associate Wealth Planner to enhance client financial strategies. The role involves preparing financial plans, assisting with client meetings, and requires a Bachelor's degree and CFP certification. Ideal candidates will have 2-3 years of relevant experience and strong skills in financial planning and investment. The firm offers competitive benefits including a 401(k) plan with employer matching and health insurance options, ensuring a supportive environment for professional growth. #J-18808-Ljbffr
Vacancy posted 2 days ago
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