to: Manage existing client relationships. Interpret various planning documents, including account statements, tax returns..., and estate planning topics Hold the CFP designation or CPA/PFS (Personal Financial Specialist) Ability to thrive under pressure...
Assurance Trainer is responsible for collaborating with the Training Development Specialist to develop training curriculum. The... as needed. The incumbent works closely with the Manager of Performance Assurance, Training Development Specialist, Performance...
to: ● Manage existing client relationships. ● Interpret various planning documents, including account statements, tax returns..., and estate planning topics ● Hold the CFP designation or CPA/PFS (Personal Financial Specialist) ● Ability to thrive...
Associate/Specialist/Lead Warehouse Associate/Specialist/Lead Work Perks + Benefits: Health insurance – Medical, Dental... & Vision Disability insurance Life insurance Flexible spending account and/or Health Savings Account Paid time off 401...