Wealth Planning Consultant – Remote-Eligible (CFP)

A leading financial institution in Duncan is seeking a Financial Planning Consultant to provide expert financial planning counsel for high net worth clients. You will be responsible for analyzing portfolios, preparing plans, and collaborating with advisors to ensure optimal client service. This role requires a CFP designation, along with strong investment knowledge and experience in financial advisory. A competitive salary and incentive compensation are offered, along with a supportive work environment.
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