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Responsibilities:
Qualifications:
About Us:
D. Gates Wealth Management is a full-service wealth management and financial planning firm. We are a collaborative team that focuses on goal and values-based financial planning and investment management. We provide advice, guidance, and encouragement to individuals and families who want to optimize their financial resources, align their finances with their personal values, and gain a sense of clarity and confidence about their financial futures. Our goal is to be a lifetime resource for each and every client.
Job Benefits:
Full-time employees, after 90 days of employment, are eligible for Company Benefits including holiday pay, vacation days, personal time off, health insurance, and 401(k)
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Experience:
Work Location: In person
Full Time
Business Services
$55k-70k (estimate)
03/16/2024
07/13/2024
dgateswealthmanagement.com
CAPE CORAL, FL
100 - 200
2013
Private
DANIELLE GATES
$10M - $50M
Business Services
The job skills required for Financial Planning Assistant include Client Service, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Assistant. Select any job title you are interested in and start to search job requirements.