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The Strickland Group

Wealth Management Associate​

Reposted 13 Days AgoSaved
In-Office
Cambridge, MA, USA
Junior
Junior
Fintech • Software • Financial Services
As a Wealth Management Associate, support senior advisors, manage client relationships, prepare financial plans, and maintain client records while ensuring timely follow-ups.
Top Skills: Compliance ToolsFinancial Planning SoftwareInvestment Management Software
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