💼 Tech-Savvy Financial Planner (Remote in Colorado or Texas)
- Company
- The AmeriFlex Group®
- Location
- Carson City, NV
- Date posted
- 2025-01-07
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- Job Title: Tech-Savvy Financial Planner (Remote in Colorado or Texas) Job Description: Are you looking for a forward-thinking, technology-driven firm that offers a collaborative and growth-oriented environment? Join our dynamic financial planning team, where we serve high-net-worth clients nationwide. In this role, you will deliver tailored financial planning services to an existing book of business and have the opportunity to build your own client base within the Mountain Time Zone. We’re...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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