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Personal Financial Planning Specialist MomentUs Wealth Management MomentUs Wealth Management Bedford, TX Bedford, TX Part-time Full-time Part-time Full-time $20 - $30 an hour $20 - $30 an hour 21 hours ago 21 hours ago 21 hours ago Financial Planning Specialist Job Duties Take notes during advisor/client meetings and follow through with action items. Be versed in the general process for annuity, life, disability, and LTC applications and the estate settlement process. Be comfortable on the phone, especially with clients and our home. After registering you may be able to apply for this job directly (if still active) on (MomentUs Wealth Management)'s site. Future job matches may be sent from Geebo approved job partners.
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