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Looking for a career with Herbert Financial Group? Below are current positions that are available within our company.

Wealth Advisor<br/>

Wealth Advisor

As a Wealth Advisor, you will be servicing an existing book of business and formulating and implementing advice regarding financial planning, investment management, as well as tax and estate planning in coordination with clients CPAs and Attorneys.

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Financial Planning Coordinator (Paraplanner)

Financial Planning Coordinator (Paraplanner)

As a Financial Planning Coordinator (Paraplanner), you will be providing direct support to the advisors as well as clients and working on complex financial planning matters

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Operations Associate<br/>

Operations Associate

As an Operations Associate, you will play a critical role in the back office. With responsibility for the day to day back office details and account preparation, the Operations Associate helps ensure that clients have a wonderful operations experience.

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Financial Planning Intern

Financial Planning Intern

We are looking for a motivated, professional, and energetic individual with experience in financial planning to fill the role of Financial Planning Intern within our company.

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