Details
05/21/2024
Associate Financial Planner
SWS Partners
We are on the lookout for a talented and experienced Associate Financial Planner to play a pivotal role in supporting our Individual Wealth Management clients and advisory team. The ideal candidate will thrive in a supporting role, bringing analytical acumen and a keen sense of curiosity to assist the Lead Advisor in our ongoing, comprehensive client service model. This role demands effective collaboration in client advisory situations and the autonomy to manage non-advisory tasks. This position offers a unique opportunity to contribute significantly to the growth and development of our firm and to the achievement of our strategic goals.
Contact: Tad Herrington, tad.herrington@swspartners.com
(740)706-1823
