At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Casper, WY is an independent hybrid RIA managing over $450MM AUM in client assets and is looking for a CFP professional to join their team as a Financial Planner to act as a relationship manager for a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering.
Essential Duties and Responsibilities:
This role will immediately begin work in the following areas:
Qualifications:
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