CFP® (Certified Financial Planner) credential 5-10+ years of experience in a financial planning-focused role...) to create financial plans that were expected to be presented to clients by you or other team members. Meeting with clients...
documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent... wellness days. We also have four-day long weekends, half-day summer Fridays, and meeting-free Friday afternoons year-round...
in the group as well as support the Supervisor/Manager in preparing all written documentation to the Planner or Client (e.g..., half-day summer Fridays, and meeting-free Friday afternoons year-round. A flexible hybrid work model that works...
to streamline processes and improve productivity within the project. Facilitate implementation of Last Planner System... Last Planner System® required. Experience in a large, complex projects, capital projects, or Joint Ventures with multiple...