Financial Planning Consultant

3 weeks ago


West Chester, Pennsylvania, United States VanWeelden Financial Group Full time
Job Overview

We are a boutique financial services firm catering to retired and nearly retired clientele. Our ideal candidate will have series 65 and major lines insurance licensing or be willing/able to secure them within the first year.

Our team is unique in our approach, providing holistic financial services including investment, tax, income, insurance, health, survivor, and estate planning.

We estimate an annual salary of $80,000 - $110,000, depending on experience and qualifications.



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