Financial Planner & Client Growth Strategist

A financial advisory firm in the Town of Ithaca, NY, is seeking a Financial Planning Assistant to support clients through the financial planning process, manage ongoing service plans, and assist in business development. Ideal candidates will have a Bachelor's degree, three years of experience in sales and relationship management, and strong communication skills. This role emphasizes community involvement, requiring participation in charitable events, while providing tailored financial plans to clients. Join a dedicated team and enhance client experiences in financial advisory. #J-18808-Ljbffr