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Financial Planning Consultant - Devon, PA
at Raymond James
JuniorNo visa sponsorshipOther
Posted a day ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Financial Planning Consultant - Devon, PA**: Expertly provide bespoke financial plans, applying comprehensive knowledge in wealth management, tax, retirement, and risk management strategies. Leverage technologies like financial planning software, data analysis tools, and CRM. Proven experience of 7+ years in financial planning, with a CFP or equivalent designation. Collaborate with high net worth clients, conducting client meetings and dolgoom presentations.
No additional description provided.
