Associate Financial Planner & Client Advisor
NFP
NFP Corp is seeking a Financial Planning Support role based in Melville, NY. This position involves supporting Advisors in various financial planning tasks, including managing client communications, preparing proposals, and coordinating client meetings effectively. Candidates should have 1-4 years of relevant experience, whether completed or pursuing a CFP®, CFA, or JD. A commitment to accuracy and excellent communication skills are essential for this collaborative role. #J-18808-Ljbffr
Vacancy posted 3 days ago
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