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Financial Associate Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They help their clients break through the daily financial noise to create their own philosophy around money. The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approx. $300M in assets under their care.They are looking to bring on a Financial Associate to work directly with clients on their financial. After registering you may be able to apply for this job directly (if still active) on (Claire Myers Consulting)'s site. Future job matches may be sent from Geebo approved job partners.
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