Hybrid Financial Planning & Operations Specialist
$60k - $90kFPA of Charlotte
FPA of Charlotte in Auburn Hills, MI, is hiring a Financial Planning & Operations Coordinator. This role is crucial for enhancing client experiences by supporting both planning processes and day-to-day operations. Candidates should have at least 3 years of experience and a Bachelor's degree. Key responsibilities include preparing client appointments, managing documentation, and maintaining investment accounts. A hybrid work schedule is also supported with a competitive salary of $60,000 to $90,000 depending on experience and eligibility for annual bonuses after 6 months. #J-18808-Ljbffr FPA of Charlotte
Vacancy posted 1 day ago
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