R. Miller & Associates is proud to be nationally recognized by Forbes, Barron’s & Financial Times. As a premier provider of all things financial, our mission is to provide customized advice along with personalized service to help our clients and their families feel confident and in control of their financial lives.
The Financial Planning Manager plays an essential role in this mission by assisting advisors, and the Planning Department in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This role focuses on the delivery of complex and accurate financial planning and analysis and advice delivered to clients in a clear and timely manner.
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Job Type: Full-time
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Work Location: Hybrid remote in Shelton, CT 06484
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