TheJobsMap45 open roles
Senior Financial Planner - West London
Job description
As part of the Wealth team, the Senior Financial Planner takes a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Senior Financial Planners are skilled in recommending customized strategies pertaining to: investments, education, retirement & estate planning, risk management and basic tax issues.
Description copied from Meridian Credit Union's careers page. Read the full posting before you apply.
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