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Financial Planning Specialist
Duties & Responsibilities Responsible for all aspects of coordinating financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Keep current regarding tax law changes through research and participation in learning activities. Obtain and maintain appropriate professional designations related to financial planning. Education & Training Requires Bachelor's degree in Finance related field. Certified Financial Planner(r) designation preferred or completion of such designation within one year of hir


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