Financial Planner - Novi
2 weeks ago

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
- Active Series 65 required ,Active insurance license(s) required ,
- ,
,
Job description
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