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Financial Services Consultant

Center for Wealth Preservation, LLC
Syosset, NY Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/18/2025

Job Description

We are seeking an experienced Financial Services Consultant to join our team. As a key member of our wealth management team, you will be responsible for developing and implementing comprehensive financial plans for high-net-worth clients.

  • Develop and implement personalized financial plans tailored to clients' unique goals
  • Collaborate with internal teams to ensure seamless execution of financial plans
  • Stay up-to-date on market trends and financial industry regulations

The ideal candidate will possess a strong background in finance, excellent communication skills, and a passion for helping clients achieve their financial goals.

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