We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, debt management, and investments. Youll be on the front lines helping clients in what is arguably the most important position at the company.
We are especially interested in finding candidates who are motivated to learn deeply. You will get the opportunity to work with experienced team members who can teach and pair with you to learn whatever you have less experience with. You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best engineering practices possible.
Users of Conclude:
Must have experience in personal financial planning and be a fiduciary who provides holistic advice on saving, retirement, and debt management.
If you are ready to take on a vital role in helping our clients achieve their financial goals, we encourage you to apply.
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Job Description Job Description Looking for a Dental Assistant to join our team - fast paced office with lots of variety! Monday - Thursday 730-5 - experience preferred but not mandatory - will train the right person! Xray certification required!