Wealth Planning Support Specialist
$60k - $70kHeffernan Insurance Brokers
Heffernan Insurance Brokers in Phoenix, AZ is seeking a Client Service Associate to provide exceptional financial planning and investment management support. You will prepare financial plans, assist with client meetings, and handle operational support. Strong communication skills and attention to detail are essential. The ideal candidate has a High School diploma, prefers a bachelor’s degree, and may have up to 2 years of financial planning experience. This full-time role offers a salary range of $60,000 to $70,000 annually. #J-18808-Ljbffr Heffernan Insurance Brokers
Vacancy posted 3 days ago
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