💼 Financial Planning Specialist
- Company
- Lead Advisor
- Location
- Manhattan Beach, CA
- Date posted
- 2025-01-13
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- Financial Planning Specialist Our client, an award winning wealth management and financial planning practice based in Manhattan Beach is hiring a Certified Financial Planner ® Professional. The experience and expertise level of the candidate may dictate the specific responsibilities and functions of the role. Potential Key Responsibilities (but not limited to): To create comprehensive financial plans for new clients in addition to updating plans for existing clients. This includes both...See full description
- Important Skills Hard skillsSoft Skills
- Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
- Discover tailored job recommendations at PromptYourJob™ © by easily uploading your resume without the need to signup. No Resume? Try our innovative search functionality powered by AI. Click the button below to find the best job matches for you.
