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Wealth Advisor II
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Full-time
- The Wealth Advisor will serve as the primary point of contact with the Wealth client.
- The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships.
- Serves on the FFB Investment Committee as client advocate and strategy consultant
- Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
- Knowledge of investment solutions, risk management, asset allocation and program design
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