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Strategic Financial Advisor & Planning Specialist
Job in
City of Yonkers, Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-07-01
Listing for:
TradeJobsWorkForce
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Trade Jobs Work Force is looking for a professional in financial planning based in Yonkers, New York. The individual will engage with clients to understand their financial needs, provide tailored advice, and develop effective strategies to meet their financial goals. The position requires reviewing client accounts regularly and preparing detailed performance reports.
Candidates should possess strong analytical skills and be well-versed in financial advising to effectively guide clients towards achieving their financial objectives in a dynamic environment.
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