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Wealth Financial Advisor
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- The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients.
- Provide ongoing financial planning and advise on the construction of financial plans including cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning
- 5+ years of related industry experience: wealth management business development, financial planning, investment allocation and model portfolios
- Knowledge of or exposure to eMoney or similar financial planning software
- Possession of or desire to pursue CFP
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