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Wealth Planning Associate – Entry-Level

Job in Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for: Davis Family Financial LLC
Part Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 10000 - 60000 USD Yearly USD 10000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Associate – Entry-Level, Flexible
Davis Family Financial LLC in Lincoln, Nebraska is seeking a Wealth Management Associate to support senior advisors in providing comprehensive financial planning and investment management services. This entry-level role requires good communication and customer service skills, and involves assisting clients with their financial goals. Ideal candidates are those willing to complete a training program. A flexible schedule is available, making it suitable for various career objectives.
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Position Requirements
10+ Years work experience
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