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Senior Planner, CFP
Build and execute financial plans for clients in or approaching retirement. CFP or ChFC; Life and Health License, Series 65.
Sales and service role supporting the Advisor and Senior Planner. Must be outgoing, friendly, possess a great work ethic, be detail oriented,
Experienced Financial Advisor with successful sales history. 5+ yrs of experience required. CFP or ChFC; Life/Health Licensed; Series 65.