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Threadneedle group

Financial Planning Associate — Licensing & Client Growth

Threadneedle group, Tampa, Florida, us, 33646

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A leading financial services firm in Florida is seeking a dedicated professional to support seasoned financial advisors. The ideal candidate will assist in client engagement, manage marketing plans, and gather financial data for insightful recommendations. A focus on high ethical standards and a desire to succeed in a team-oriented environment is essential. A four-year college degree and excellent communication skills are preferred. Join us to make a meaningful impact in the financial services industry. #J-18808-Ljbffr