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Compass Planning Associates Logo
Compass Planning Associates

Westwood, Massachusetts

Baylor Scott & White Health Logo
Baylor Scott & White Health

Remote,

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Virtual Financial Planner position
This individual also must be highly intelligent, a quick learner, familiar with computers and technology, and eager to learn new ways to accomplish their job. They must communicate and coordinate effectively with the other employees, be a strong team player, and able to design & implement cost-effective processes to help the company achieve its goals. Strategic Financial Planning, Inc. (SFP) is a well-established financial planning and wealth management company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal goals.   We feel our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. W


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