Senior Financial Planning Strategist for Advisors

2 weeks ago

Mount Vernon, United States LPL Financial Full time

A financial services firm is seeking a Senior Financial Planning Consultant to provide consulting to financial advisors and institutions, develop comprehensive financial plans, and educate advisors on financial planning opportunities. This role requires at least 5 years of experience in financial services and proficiency in financial planning software. The firm offers competitive pay and a collaborative work environment.
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