Senior Financial Wizard – Guide Clients to Wealth Mastery
Employer
Jobleads-US
Salary
$130k-$150k (estimated pay)
Location
San Francisco, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Seeking a personal financial planning pro to lead client advising efforts, providing holistic advice on saving, retirement, debt management, and investments.
Qualifications
- Certified Financial Planner preferred
Responsibilities
- Enhance user experience
- Process transactions
- Send emails about site
- Ensure privacy compliance
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