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Waggoner FinancialLansing, MI, United States. Full-time.
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Wealth managementAccount ManagementFinancial planningCash flow analysisOnboardingWork order managementPortfolio managementBachelor's degree in FinanceCertified Financial Planner (CFP)Microsoft ExcelDigital toolsExcellent verbal and written communicationSeries 7Health insuranceLicensing
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