Financial Planning Specialist for High-Net-Worth Clients

3 weeks ago


Hackensack, United States Thecentermemphis Full time

A financial services firm in Hackensack, NJ, is seeking a Financial Planning Consultant to craft comprehensive financial plans for clients. The ideal candidate will work closely with Financial Advisors and focus on building relationships with high-net-worth individuals. Responsibilities include evaluating retirement needs, preparing tailored financial plans, and educating clients about various securities markets. Strong qualifications include a Bachelor's degree in a related field and necessary certifications such as SIE and Series 7.
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