Financial Planner - Novi

Only for registered members Novi, United States

2 weeks ago

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Job summary

We are looking for a Financial Planner to support our advisory team by serving as a Case Design Specialist.

This role is critical to increasing planning efficiency,
ensuring timely plan updates,
and supporting more advanced planning strategies for our clients.

Responsibilities

  • Increase overall planning efficiency by preparing,
    updating,and maintaining financial plans
  • Complete comprehensive plan updates for existing clients
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    • Active Series 65 required ,Active insurance license(s) required
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      ,

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