ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
8a78826751d3645501521809b9c50bfd
South Shore Retirement Services is seeking a Financial Planning Assistant to support advisors with client meetings, financial planning, and account paperwork in a fast-paced environment. The role involves collaborating with the advisory team to ensure a positive client experience and contribute to the firm's success. This position offers a competitive salary and comprehensive benefits package.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 8a78826751d3645501521809b9c50bfd.
Financial Planning Analyst
Northwestern Mutual
Financial Planning Associate
Raymond James
Client Service Associate – Financial Planning
Affiliated Recruiters Network
Financial Advisor
Wealth Enhancement Group
Financial Planning Associate
Northwestern Mutual
Financial Planning Intern
Valeo Financial Advisors LLC