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Certified Financial Planner
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Full-time
- Certified Financial Planner Location: Green Valley, AZ -Relocation Assistance Available w/ competitive salary FT/ On-Site “Did you hear about the Certified Financial Planner who entered a race?
- Are you a Certified Financial Planner (CFP) ready to take the next step in your career?
- Responsibilities of Certified Financial Planner: Assume responsibility for managing and servicing a substantial book of business, exceeding $100 million in assets under management.
- Lead client meetings and presentations, providing expert guidance on investment strategies, retirement planning, estate planning, and more.
- Requirements: Certified Financial Planner (CFP) designation required.
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