Senior Financial Planning Specialist — Train & Elevate Plans
Frost
Frost in San Antonio seeks a Senior Financial Planning Specialist to serve as a subject matter expert, helping develop and deliver client-focused financial plans while training Wealth Advisors on our planning software. You will review plans for Frost clients, ensure reasonable assumptions, and propose improvements. Stay updated on tax law changes, collaborate with the vendor, and uphold integrity, caring, and excellence. #J-18808-Ljbffr Frost
Vacancy posted 2 days ago
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