Wealth Planner for Private Wealth Clients
MidFirst Bank
MidFirst Bank is seeking an experienced Wealth Planner to join our Private Wealth team. This role delivers comprehensive financial planning to affluent clients, partnering with Wealth Advisors, Trust Advisors and Portfolio Managers to design sophisticated strategies.
You will deepen client relationships by presenting plans and providing actionable guidance. You will create modular analyses, lead client meetings, and contribute to planning processes and client experiences.
#J-18808-LjbffrVacancy posted 3 days ago
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