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Senior Financial Planner
A fast growing SEC registered investment advisory firm (RIA) is seeking to add a new experienced financial planner to join our dynamic team. The successful candidate will support the principal of financial advisory firm servicing client relationships and working on various analysis & planning projects while documenting and communicating recommendations with prospects and clients. He/she will be an integral part of financial planning team and investment committee. Responsibilities: As a lead planner responsible for all aspects of the client’s financial plan strategies and outcomes Provide objective, unbiased financial advice to a diverse clientele by analyzing client needs and associated investment opportunities. Client relationship development and
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