required. Proficiency in the use of digital tools, including CRM and Financial Planning software Certified Financial Planner (CFP...) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role Understanding...
required. Proficiency in the use of digital tools, including CRM and Financial Planning software Certified Financial Planner (CFP...) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role Understanding...