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Financial Planning Consultant

4 weeks ago

Canada Huxton Black Full time

This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with clients to understand their financial goals and help them make informed decisions to secure their financial future.

Bachelor's degree in Finance, Business, Economics, or related field
Proven experience in financial planning, investment management, and retirement planning
Strong knowledge of financial products, investment strategies, and market trends
Proficiency in financial planning software and Microsoft Excel