Client Service Associate - Wealth Management
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About this role
Description About Shepherd Financial Shepherd Financial is an independent, privately held financial advisory firm headquartered in Carmel, Indiana. We advise on employer-sponsored retirement plans and household wealth. For organizations, we design and manage retirement plans that help ease administrative burden and help produce stronger outcomes for their people. For individuals and families, we…
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More jobs at Shepherd Financial
- General ApplicationShepherd Financial · Carmel, IN