Savant Wealth Management jobs

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ADVISORY INTERN, DOVER DE - SUMMER 2024

Review brochures - make sure we have a stock of most recent Marketing brochures and destroy outdated material. Set up tracking for all clients' completed Financial Planning tasks with dates when completed. Identify those clients t...

CompanySavant Wealth Management
AddressDover, DE
CategorySales/marketing
Job typeOther
Date Posted a month ago See detail

Advisory Intern, Dover DE - Summer 2024

Savant Wealth Management

Dover, DE

Review brochures - make sure we have a stock of most recent Marketing brochures and destroy outdated material. Set up tracking for all clients' completed Financial Planning tasks with dates when completed. Identify those clients t...

Client Services Assistant I / Office Administrator - Peoria, IL

Savant Wealth Management

Peoria, IL

This position is based in our Peoria, IL office. Because of the nature of this role and it's responsibilities, this is a fully in-person position. This is a full-time position, with a minimum expected hour amount of 40 hours per w...