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Financial Planner

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TAAD, LLP.

2024-11-05 08:41:13

Job location Diamond Bar, California, United States

Job type: all

Job industry: Accounting

Job description

1. Work under the direct supervision of the Partner and report to the Partner on a daily basis.
2. Participate in managing financial plans and investments for customers.
3. Collect and analyze clients' financial data and information to generate possible plans or packages.
4. Monitor the execution of financial plans and evaluate possible alternatives.
5. Review and ensure that forms, written material, and reports comply with all regulations.

Mail resume to job site:
TAAD, LLP.
20955 Pathfinder Rd., Suite 370,
Diamond Bar, CA 91765
No call please.
No email please.

Posted from 09/23/24 to 11/03/24

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