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If you are interested and qualified for this role, we invite you to apply.
The Senior Wealth Planner serves as the financial planning subject matter expert on large client/prospect cases. Works to build lifetime client relationships with clients through the development and delivery of in-depth financial plans. Will work closely with other team members to gain a thorough understanding of all facets of the client's financial situation and goals. Will also serve as a Financial Planning Thought Leader in Department and Bank overall.
Essential Functions/Responsibilities
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