Senior Financial Planner - Chicago, IL
6 days ago
Job summary
The Senior Financial Planner will serve as a national financial and tax planning resource across Choreo. The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships.The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines.
Job description
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