What you will be doing:

• Prepare for client meetings by gathering relevant data, creating agendas, and producing reports and planning materials.
  
• Ensure timely follow-through on post-meeting action items, including CRM documentation, task creation, and client communication.
  
• Coordinate with external professionals (e.g., estate planning attorneys, CPAs) to support client objectives.
  
• Input and maintain accurate client data within financial planning software.
  
• Assist in developing and updating financial planning strategies in collaboration with the advi...

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  📍 Location Details

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  City

  Caldwell

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  Country

  United States

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