【Contractor】 Independent Financial Advisor
Hongxin Wealth & Tax Planning Group is hiring for a hybrid role in Bellevue, WA. Industry: Financial and Tax Planning.
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Personal Financial Advisors jobs in Bellevue, WA
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
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