Senior Financial Planning Specialist - Independence
3 days ago

Job summary
The Senior Financial Planning Specialist is responsible for reviewing client information entered into eMoney by the Financial Planning Team,training team members on financial planning techniques,
and reviewing output with Wealth Advisors as needed.
In this role, you will need to be proactive and seek out new opportunities to assist advisors in planning more effectively,
maximizing data,
defining best practices and identifying high-impact activities for the entire Planning Team.
Job description
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