Senior Financial Planning Specialist
6 hours ago
We are seeking a highly skilled Financial Planning and Advisory Expert to join our team at Transcend Practice Management. As a key member of our financial planning team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide expert financial advice and guidance to clients
- Collaborate with other team members to ensure seamless delivery of financial services
Requirements:
- Strong knowledge of financial planning principles and practices
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
What We Offer:
- Competitive salary range of $90,000 - $100,000
- Opportunities for professional growth and development
- A dynamic and supportive work environment
Location: Lacey, WA; In-office (Hybrid after training)
At Transcend Practice Management, we are committed to providing exceptional financial services to our clients. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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