We’re looking for someone who can👇 🏻- Conduct portfolio review s- Manage Client interactions and relationship s- create financial plan s- Prepare all required reports and documentatio n- Goal Plannin g- CFP preferre d
We’re looking for someone who can👇 🏻- Conduct portfolio review s- Manage Client interactions and relationship s- create financial plan s- Prepare all required reports and documentatio n- Goal Plannin g- CFP preferre d