Financial Planning Consultant
The Wellspring Group-Arlington, TX, 76011
Job Description The Wellspring Group has a long history of helping successful individuals and families integrate all aspects of their wealth. We currently have offices in Atlanta, Dallas and Fort Lauderdale. We are looking for a qualified individual to join our Arlington, Texas office as a Financial Planning Consultant. Working in a support role with our Wealth Integration Advisors, the Financial Planning Consultant will: - Examine client financial statements, legal documents, client profile questionnaires, and the Wealth Integration Advisor's observations to understand the client's overall...