Guide My Finances, a Carlsbad Financial Planning Practice, is looking for an experienced Financial Planner to assist with inbound leads and client management. As a Financial Planner at our firm, you will be responsible for the retention of existing client relationships and development of new client relationships. This is a salaried position with opportunity for growth through business development. https://www.indeed.com/viewjob?t=senior+financial+planner&jk=68bd164246d86bbc&_ga=2.82026003.405313812.1641651682-926870350.1641651682
Jan 14, 2022