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Job description
A boutique bank in New Jersey is looking for a Senior Wealth Planner who will be the primary client contact responsible for managing financial planning relationships. Candidates must have a CFP certification and at least 5 years of experience in business or finance. This full-time role involves client relationship management, coordinating planning projects, and leading financial planning inquiries, offering a competitive compensation package with performance-based incentives.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.