Job Description
Opportunitytojoinagrowingfirmdedicatedtohelpingclientsaccumulatelife,notjustwealth,asaFinancialPlanner,asthefirmcontinuestoexpandtheirteam.Awarmandwelcomingcompany,fosteringaharmonious,approachable,andeasy-goingenvironment.
OutlineoftheRole
* Takeonexistingreviewclientsandmaintainclientrelationships as the sole advisor
* Workwithadedicatedteamforclientsupport- Paraplanner and Administrator
* Offersupportand...
ZIPC1_UKTJ