Accounting & Finance

Client-Centric Financial Planning Advisor

ebs recruiters LLC

Reno · Nevada · United States

The Senior Financial Planner role at ebs recruiters LLC delivers personalized financial planning and client service to help clients achieve long-term goals. You will partner with clients, advisors, and internal teams to develop plans, manage relationships, and provide a high-touch, consultative experience.

The ideal candidate has 2+ years in financial planning, Series 7/66, a Bachelor's degree, and strong CRM/software experience; CFP preferred.

#J-18808-Ljbffr

Reference: WJ-5408_11434607

Apply now

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.