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This position requires a CFP® certification and focuses on communicating with clients and responding to their needs.
In this role, you will work in conjunction with Advisors and other technical specialists to develop financial advice for clients.
CFP/Tax Preparer will prepare individual, comprehensive financial plans and calculations to assist clients with decision making.
Associate Advisor Greater Boston Area Wealth Management Firm seeks a Motivated, Collaborative Associate Advisor O’Brien Wealth Partners LLC is an ...