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Bankers Trust

Phoenix, Arizona

NEW! NEW!
Schulfer & Associates, LLC Logo
Schulfer & Associates, LLC

Stevens Point, Wisconsin

Oppenheimer & Co., Inc.

Bellevue, Washington

Confidential

Denver, Colorado

Perkins Coie

Seattle, Washington

Fortress Financial Group

Rochester, Minnesota

Universal Property & Casualty Ins. Company

Florida

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

ISC Financial Advisors Logo
ISC Financial Advisors

Minneapolis, Minnesota

Guide My Finances Logo
Guide My Finances

Carlsbad, California

STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

NEW! NEW!
CF Industries

Northbrook , Illinois

Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

http://www.foundersfcu.com/careers Logo
http://www.foundersfcu.com/careers

Lancaster, South Carolina

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Financial Planner
Act as subject matter expert for financial planning (also working knowledge of insurance) within the practice.  This position will be responsible for assisting financial advisors in the creation and delivery of financial planning. This role provides support through collecting, entering and thoroughly analyzing client data, and preparing initial strategies, financial plans and direct client follow up.    Responsibilities Act as subject matter expert for financial planning within the practice Ideally have a working knowledge of life insurance and annuities (not required) Partner with lead financial advisor on case design Interact with clients for data collection and planning follow up items Enter data for new


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