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Financial Planner
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- A dynamic, energetic Financial Planner who will deliver high-level customer service to clients of the firm.
- The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients.
- Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc.
- Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunities
- Four-year college degree in business, preferably with an emphasis in Finance or Accounting
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