Financial Planner
Aldrich · Remote
- Posted
- 46 days ago
- Last confirmed live
- 3 days ago
What this role involves
The role involves analyzing complex financial data, creating financial plans, and presenting them to clients. The ideal candidate is technically strong with analytical skills and attention to detail. The company is an independent RIA serving high-net-worth individuals and corporate retirement plans.
Skills this posting asks for
- financial planning
- analytical skills
- attention to detail
- client presentation
From the employer’s posting
We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual wil
Read the full description on Aldrich’s careers pageApply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
Other roles at Aldrich
- Audit ManagerLake Oswego
- Tax Senior AssociateRemote
- Senior Audit AssociateRemote
- Tax ManagerRemote
- Tax ManagerLake Oswego
- Senior Tax ManagerRemote