Planning Data Specialist

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Philippines Remote Full-time Posted 6d ago

PLANNING DATA SPECIALIST Locations: Philippines, Latin America and South Africa (100% Remote) Employment Type: Full-time Independent Contractor (exclusive commitment) Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications Imagine taking a stack of statements, spreadsheets, and client files and turning them into clean, accurate plans advisors can open in a client review and trust right away. That's this role. 01 ABOUT THE ROLE You'll support a U.S. wealth management firm that helps clients grow their net worth toward a…

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