Job Description for Financial Planner

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Financial Planner Summary

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

About the role of Financial Planner

Qualifications for Financial Planner

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