Wealth Manager - Retirement Plan Specialist
Marshall and Sterling IncPoughkeepsie, New York, US9 hours ago
Job type
- Full-time
Job description
At Marshall & Sterling Insurance, we have been pioneers in providing specialized finance and insurance solutions since 1864. We are seeking a knowledgeable Wealth Manager with a specialization in Retirement Plans to expand our Financial Planning and Advisory department. This role involves crafting personalized retirement planning strategies for our clients and managing their portfolios to ensure a prosperous and secure future.
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Retirement Specialist • Poughkeepsie, New York, US
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