Financial Planning Assistant Reviews

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Financial Planning Assistant Reviews

What is it like working as a Financial Planning Assistant?

March 2014
Review Salary.
Financial Planning Assistant:
Pros: Money movement, placing trades, account maintenance, prepping for meeting, analyzing funds, working with the clients, running reports and updating annual financial plans.
Cons: Interuptions, where I sit has lots of distractions. Marketing and seminar event planning.

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