CFP Financial Planner - Wealth Planning & Advisory

A financial services company is seeking a Financial Planner to prepare and support financial planning for wealth management advisors. The ideal candidate will have a University degree, at least 2 years of experience, and must be a Certified Financial Planner (CFP) upon hire. Responsibilities include preparing financial plans, assisting teams with client needs, and providing support during scheduled help desk shifts. This position offers a competitive salary range of $74,300 to $90,000 per year.
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