Holistic Financial Planner — Mass Affluent
Job Description & How to Apply Below
A major financial institution seeks a Financial Planner in Vernon to manage a portfolio of affluent clients. This role involves providing financial advice and building long-term client relationships. The ideal candidate has a financial planning designation and at least three years of experience. With competitive compensation and benefits, this position offers a chance to thrive in a dynamic environment focused on client success and community growth.
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