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Found 5 5 to 9 years, Required jobs
We are looking to hire an experienced CERTIFIED FINANCIAL PLANNER™ to manage and refine our proprietary in-house financial planning system.
The Wealth Planner is responsible for delivering financial planning experience to Key Private Bank (KPB) clients and prospects.
This Private Client Advisor role is an ideal opportunity for a highly motivated professional to join a growing and respected Private Client practice.
This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts.
Duties will include: Preparation and revision of client financial plans; Presentation of plans; Input and interaction in client-facing decisions