Financial Planning Associate - Detroit

Only for registered members Detroit, United States

2 weeks ago

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Job summary

The Financial Planning Associate plays a critical role as the bridge between clients, advisors, and internal operations,

Responsibilities

  • Prepare deliverables for client/prospect meetings: reports, plans,reviews,and documents.
  • Schedule client meetingsand handle related preparationand follow-up.
  • Attendclientmeetings,takenotes,andtracktasksinSalesforce.

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