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Financial Solutions Advisor: Build Client Wealth Plans

dedham, ma • Posted 6 days ago
Onsite Full Time Finance
A major financial institution is seeking a motivated individual to provide clients with tailored financial advice and strategies. Responsibilities include developing financial plans, managing client relationships, and ensuring compliance with the SAFE Act. The ideal candidate will have financial services experience, strong communication skills, and the ability to meet performance goals. The position offers a competitive salary range of $70,000 to $80,000 annually, with potential incentives and benefits.
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