Wealth Strategist II- Financial Planning and Insurance Strategy - Tempe
3 weeks ago

Job summary
Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their clients with complex needs.This position plays a critical role in serving as the primary point of contact between the two groups.
- You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track.
Job description
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