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Senior Wealth Strategist / Planner
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- Senior Wealth Strategist/ Planner
- Responsible for providing Wealth Planning Analyst and Wealth Strategists timely, candid, and constructive feedback; develop Analysts and Strategists to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments
- CFP, JD, CPA, or LLM required.
- JD, CPA or LLM preferred.
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