Financial Planner - Greensboro, NC

Only for registered members Greensboro, NC, United States

1 month ago

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Job summary

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals.

Responsibilities:

  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives.

  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.

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