Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
Avantax Planning Partners
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Fort Worth, TX, United States
, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients
25 days ago