Remote Wealth Planner - Create Plans & Client Wealth
Position: Remote Wealth Planner - Create Plans & Grow Client Wealth
Location: Brentwood
A financial services firm in Brentwood is looking for an experienced Wealth Planner to join its team. In this role, you will collaborate with advisors to manage client relationships, provide comprehensive financial advice, and implement investment strategies. The ideal candidate has a Bachelor's degree, relevant certification, and at least 2 years of client-facing experience in financial planning. This position offers a competitive salary, generous benefits, and opportunities for professional growth.
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