
Remote Financial Planning Position
4 days ago
We are seeking a seasoned Senior Financial Planning Specialist to join our elite remote team. This role is ideal for an experienced professional with a strong background in financial planning and technical advice support.
About the Role
The Senior Financial Planning Specialist will be responsible for preparing complex financial strategies, managing client workflows, and contributing to the strategic development of advice solutions. They will work closely with senior advisers to deliver high-quality advice and implement effective client strategies.
This is a full-time, 100% remote position that offers clear career progression and performance-based growth opportunities.
We value collaboration, innovation, and a commitment to delivering exceptional results.
Key Responsibilities
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