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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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PWM Financial Planner
The PWM Financial Planner provides specialized services to a Baird Family Wealth team to assist in their ability to offer sophisticated wealth management solutions to individuals and families. Specialized areas of emphasis include financial planning, tax planning, estate planning, and business succession/exit planning. As a PWM Financial Planner, you will: Review client tax returns for completeness, accuracy, and tax savings opportunities or other planning opportunities. Document, follow-up, and support the implementation of opportunities identified from the financial planning process. Review estate planning documents for pertinent information and flow chart estate plans. Prepare short-term and long-term tax and cash flow p


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