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Financial Advisor
Abacus Planning Group is a fee only financial planning firm with a holistic approach to serving our clients. We are looking for an experienced Financial Advisor who is dedicated to helping our clients make smart financial decisions. Duties and Responsibilities Financial Advisors are an integral member of the client service team and work directly for Abacus clients. Superior client service is a guiding principal; common responsibilities include— Generating financial plans including thorough analysis of a client's estate, tax, retirement, education and risk management Assisting clients in the implementation of all aspects of financial plans Building relationships with clients through active listening Regular reviews of clie
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