💼 Certified Financial Planner

Company
JCW
Location
Boston, MA
Date posted
2025-01-13
Job Type
None
Industry
Accounting / Finance
Description
Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele. Key Responsibilities: Build and maintain long-term relationships with clients, offering tailored financial planning and wealth management advice. Conduct...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
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