Financial Planning Associate - Detroit
2 weeks ago

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.
Job description
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