Financial Planning Specialist: Build Client Plans

A leading financial services recruitment firm is seeking a Planning Specialist in Sharonville, Ohio. In this full-time role, the candidate will engage with clients to help articulate their financial goals and develop coherent financial plans that address complex planning situations. The ideal candidate should have a minimum of 2 years of financial planning experience, hold Series 7 and 66 licenses, and preferably a CFP designation. This position entails collaboration with team members and utilizing financial planning software to ensure exceptional client service. #J-18808-Ljbffr