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Financial Planning Analyst — Grow in Wealth Management

Commerce Trust

Commerce Trust is seeking a Financial Planning Analyst to support the development and delivery of financial plans for high-net-worth clients in Kansas City. You will assist planners, review client data, and manage multiple plan projects in parallel. The role requires a bachelor’s degree in business/finance, 1+ year in finance, and strong analytical skills. Eligibility to work in the US is required; CFP within 3 years is preferred. #J-18808-Ljbffr Commerce Trust

Vacancy posted 1 day ago
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