Service Advisor - Littleton

Only for registered members Littleton, United States

3 weeks ago

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Job Summary

The Service Advisors and Operations Associates at GFG provide full support to one or more Wealth Advisors and will support the daily financial planning operations needed to support clients.

Responsibilities

  • Managing the financial planning process including, data gathering, setting up the plan using eMoney and Money Guide Pro financial planning software, developing scenarios, and preparing the plan for presentation to the client.

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