Associate Planner

Lincolnton, North Carolina, United States

Description

The Associate Planner is responsible for providing additional advisor capacity to Rhyne Financial by servicing client accounts, supporting the firm’s retirement plan business, and prospecting for new clients.


The Associate Planner will carry out his/her duties in a manner that represents our core values. The Associate Planner will work closely with the Financial Planning & Investment Coordinator and with the Client Services & Insurance Coordinator as part of the Rhyne Financial team.

Key Specific Responsibilities:

Requirements

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