BrownsvilleRecruiter Since 2001
the smart solution for Brownsville jobs

Remote Associate Financial Planner

Company: VirtualVocations
Location: Brownsville
Posted on: November 21, 2022

Job Description:

A banking and financial services firm is seeking a Remote Associate Financial Planner.

Core Responsibilities Include:
Gathering of client data from the financial advisor
Identifying any gaps in the data
Identifying and outlining the planning opportunities
Qualifications for this position include:

A general understanding of basic wealth management terms
Willingness to test and learn new approaches to the creation of financial plans and proposals
Bachelor's Degree in Finance, Personal Finance, Wealth Management preferred

Keywords: VirtualVocations, Brownsville , Remote Associate Financial Planner, Other , Brownsville, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Brownsville RSS job feeds