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Financial Planning Consultant
1 month ago
You will need:
4-5 years financial planning or case design experience
a 7 & 66 or 6, 63,65 required and a CFP designation is a plus
experience working in insurance
Software used:
eMoney, Morningstar, & salesforce
Benefits of the position:
Base plus bonus
401k, fully vest day 1
12 days PTO + 5 sick days
Health, Vision, Dental
Hybrid, 3x/wk in office with flexible start time
