Wealth Planning Senior Associate - Raleigh, NC

Only for registered members Raleigh, NC, United States

1 month ago

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Job summary

We are looking for a Wealth Planning Senior Associate to work directly with our wealth advisory teams to provide client and prospective client wealth management solutions.

Responsibilities

  • Assist with the preparation, development, and delivery of client financial plans
  • Assist with training our wealth team on eMoney and our financial planning approach

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