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Accruent Wealth Advisors Logo
Accruent Wealth Advisors

Winston Salem, North Carolina

Horizon Wealth Management

La Grange, Illinois

Urban Wealth Management Logo
Urban Wealth Management

El Segundo, California

Asset Planning Corporation

KNOXVILLE, Tennessee

Access Financial Services, Inc. Logo
Access Financial Services, Inc.

Minneapolis, Minnesota

RBC Wealth Management

Phoenix , Arizona

H&H Retirement Design and Management

All,

Meadows Wealth Advisors Logo
Meadows Wealth Advisors

Camas, Washington

Certified Financial Group, Inc. Logo
Certified Financial Group, Inc.

Altamonte Springs, Florida

The Bowen Group Logo
The Bowen Group

Colombus, Georgia

Moisand Fitzgerald Tamayo, LLC Logo
Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

World Education Services, Inc. (WES)

New York, New York

University of Saint Francis

Fort Wayne, Indiana

Confidential

Sarasota, Florida

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Budros, Ruhlin & Roe

Columbus, Ohio

BFG Financial Advisors

Timonium, Maryland

Delta Financial Advisors Inc.

Kensington, Maryland

DWD Portfolio Solutions Inc Logo
DWD Portfolio Solutions Inc

Pittsburgh, Pennsylvania

OMS National Insurance Company Logo
OMS National Insurance Company

Schaumburg, Illinois

Macchietto Roth & Company, P.C

Morris, Illinois

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Tate & Lyle

Hoffman Estates, Illinois

Arch Insurance Group, Inc.

Nationwide

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Solomon & Hoover CPAs

Fort Myers, Florida

Wilcox Arredondo & Co.

Canby, Oregon

ZINER & MURPHY, PC

STONEHAM, Massachusetts

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Associate Advisor / Financial Planner
Job Summary The Associate Advisor / Financial Planner will serve a variety of functions within MCF. The primary job responsibilities include supporting Financial Advisors within the organization in servicing existing clients, offering leadership to clients in a relationship management capacity, and delivering an exceptional day-to-day service experience to MCF's clients. The role will assist in client communications, as well as work directly with Financial Advisors (who may serve as the primary Lead Advisor) and Client Associates on client servicing needs, financial planning data entry and strategy, and preparing investment or planning recommendations. Specifically, the Associate Advisor / Financial Planner will prepare and coordinate client review meetin


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