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Full-time
- Reports to: Drew Barnes, Director of Financial Planning
- Series 66 license, Life and Health Insurance licenses.
- Desire to obtain advanced professional designation (i.e. CFP®, ChFC®, CFA, etc).
- 5) To work together in growing the organization within the business strategy of Traction Financial Partners.
- 6) To work within the compliance and regulatory environment of an SEC Registered Investment Advisory (RIA) firm.
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