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Junior Wealth Planner - Remote & Client-Focused

Integrated Partners

Kansas City, MO
  • Remote job

Nold Bryant seeks an Associate Wealth Planner to join a forward-thinking wealth management team in the Kansas City area. The role emphasizes building long-term client relationships, learning financial planning software, and delivering comprehensive client solutions remotely for now. You will support the lead advisor, handle select client relationships, and contribute to meetings and data analysis, aiming for a best-in-class client experience. #J-18808-Ljbffr Integrated Partners

Vacancy posted 2 days ago
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