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Financial Planner

Company: Creative Planning
Location: Sacramento
Posted on: June 24, 2022

Job Description:

This position is located in our Eldorado Hills, CA office. The Financial Planner is responsible for the last five of six steps in the CFP Board's Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, i

Keywords: Creative Planning, Sacramento , Financial Planner, Accounting, Auditing , Sacramento, California

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