Financial Case Manager -
Company: Hongxin Wealth & Tax Planning Group (US) LLC
Location: Bellevue
Posted on: June 19, 2022
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Job Description:
Job descriptionWe are a fast-growing wealth management and
taxation firm in Bellevue, Washington. We provide wealth management
services including life insurance, retirement planning, education
planning, and family trusts. Our experienced CPA, financial
advisors, and estate planning attorneys work together to serve our
Chinese high net worth clients. We are looking for a client case
manager to manage our existing clients with life insurance and
retirement product needs. This position requires a high level of
professionalism and great attention to detail.All applicants
applying for U.S. job openings must be U.S. permanent residents or
U.S. citizens.Responsibilities:
Keywords: Hongxin Wealth & Tax Planning Group (US) LLC, Bellevue , Financial Case Manager -, Executive , Bellevue, Washington
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