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Financial Planner (Hybrid Work Option)
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$58,000 - $68,000 a year
- We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
- Our Madison, WI office is looking for a Financial Planner.
- In addition, the Financial Planner will serve as a resource to their peers and Advisors to help support technical planning questions and may participate in training and mentoring new team members.
- Review clients' employer benefits plans, income tax returns, SS benefits, pension benefits, insurances, beneficiary information & estate plan
- Create reports/analyses from Morningstar, BRT (Kettley), etc.
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