We are seeking a Certified Financial Planner™ (CFP®) with 1-4 years of experience to join our dynamic team. The ideal candidate has a background in tax strategy, and is proficient at crafting comprehensive financial plans that help clients achieve their financial goals while minimizing tax liabilities. The CFP® will build and maintain strong client relationships, offer guidance on investment strategies, retirement planning, and estate planning, and stay informed on evolving tax regulations. If you are a detail-oriented professional with excellent analytical skills and a passion for helping clients secure their financial future, we encourage you to apply.
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