Lead Financial Planning Advisor
A financial services firm in San Francisco is seeking a personal financial planning professional to enhance client advising efforts. The ideal candidate will hold a Certified Financial Planner™ designation and will provide holistic financial advice in areas like saving, retirement, and investments. This role entails enhancing user experience, processing transactions, and serving as a fiduciary to our clients. It's a vital position within the company that focuses on maintaining the integrity of client relationships and service delivery. #J-18808-Ljbffr
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