Financial Planning Consultant
Gallardo Enterprises of America•Houston, TX
424d•$30,650 - $89,283
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About The Position
We are seeking a dedicated and knowledgeable Planning Consultant to join our team. The ideal candidate will possess a strong background in financial planning and public accounting, with the ability to build and maintain customer relationships. This role involves providing expert advice on various financial matters, including estate planning, portfolio management, and technical accounting. The Planning Consultant will work closely with clients to develop tailored financial strategies that meet their unique needs.
