WealthBridge Financial Group
Cleveland, Ohio
Certified Financial Planner
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Apply to Certified Financial Planner at WealthBridge Financial GroupJob details
- Location
- Cleveland, Ohio
- Work type
- Hybrid
- Posted
- 2 days ago
- Apply on
- jobs.workable.com
About this role
Bachelor's in finance/accounting or related; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning certification a plus.
What you'll do at WealthBridge Financial Group:
- engaging clients
- advising clients
- assessing needs
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