What are the responsibilities and job description for the Wealth Planning Support Specialist position at Tactical Wealth Management?
Requirements & Qualifications
- Qualifications:
- Self-starter with strong problem-solving skills and the ability to work independently.
- Experience in financial services, wealth management, or a related field (preferred).
- Skills:
- Excellent organizational skills.
- Proficiency in Microsoft Office Suite.
- Training provided for financial planning software, CRM systems, and Broker Dealer System.
