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Financial Planner
1 month ago
Encinitas, United States
Koa Wealth Management
Full time
We are looking to hire a new financial planner to our team. We are accepting applications from the following 1) Those currently employed as a financial planner (CFP preferred) 2) Those that are currently utilizing and expert in eMoney's Financial Planning Software. We are looking for an individual who will be financial planning focused who will be able to assist the CEO and lead Financial Advisor of the firm with Client Relationship Management.