About this role
Role Overview
- Prepares financial plans for Wealth Management clients
- Assists teams within wealth management advisory services to identify the most critical client needs
- Responds to questions from wealth management advisors pertaining to specific plans
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Certified Financial Planner (CFP)
- Certified Financial Planner Board of Standards required Upon Hire
Benefits
- Superior retirement program
- Highly competitive health offerings
- Wellness programs