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Social network you want to login/join with:The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals in cultivating client relationshipsPrepare financial plans and verify their accuracyQualificationsBachelor's degree in Finance or a related field5+ years of industry experienceStrong understanding of the investment business
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