Financial Planning Specialist - West Hartford, CT

Only for registered members West Hartford, CT, United States

4 weeks ago

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Job summary

We're partnering with a growing wealth management firm that provides highly tailored financial planning and investment strategies to high-net-worth clients. Due to continued expansion and increased planning demand, they are hiring a Financial Planning Specialist to support their Senior Financial Planner.


Responsibilities

  • Develop and update client financial plans using eMoney or similar tools.

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