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Advantage College Planning

Apex, North Carolina

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Columbia, South Carolina

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Arlington, VA

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Siloam Springs, Arkansas

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Durham, North Carolina

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Saint Louis Park, Minnesota

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Senior Financial Adivsor
SUMMARY: Responsibilities include business development, relationship management, wealth advisory, marketing, COI cultivation and marketplace “Brand” ambassador.  Articulating the value of Cape Cod 5’s Wealth Management Services in conjunction with other Bank services is a major portion of the duties.  The incumbent will function as the Brand ambassador for their respective territory and is expected to have a strong understanding of WMS solutions including fiduciary services, financial planning, investment management, mass affluent and wealth advisory services. The incumbent will act as an advocate for clients by facilitating all of their financial dealings with the Bank.  The incumbent will manage prospectiv


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