Financial Planner - Saratoga Springs

Only for registered members Saratoga Springs, United States

1 month ago

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Job summary

This is a financial planning role at Martino Wealth Management Group LLC.

The team supports clients across the United States with personalized strategies for private portfolio management, retirement planning, trust coordination and tax planning.


Responsibilities

  • Support financial planning efforts including preparing financial exhibits and tax projections.
  • Raise cash sending distributions to clients or gathering assets as needed.

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