Financial Planning Lead - Transform the Future of Client Success
Employer
Jobleads-US
Salary
$90k-$120k (estimated pay)
Location
San Francisco, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity for a personal financial planning pro to lead client advising efforts. Join a supportive team and apply today!
Qualifications
- Certified Financial Planner (CFP) preferred
- experience in personal financial planning
Responsibilities
- Enhance user experience
- Process transactions
- Send emails about services
Keywords
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