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Associate Consultant-Finance
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72213 Requisition #
  • Bachelor's degree in finance, business management, economics, or related field.
  • Licensed with the Financial Industry Regulatory Authority (FINRA).
  • Should be a Certified Financial Planner (CFP).
  • Proven experience in financial consulting.
  • Proficiency in all Microsoft Office applications.
  • The ability to analyze financial data.
  • Excellent problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Strong business acumen.

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