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Job description
Advisors Excel is seeking an Advanced Planning Consultant who will serve as a trusted financial planning resource for its network of independent financial advisors. You will evaluate client goals and financial circumstances and develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management.
This consultative role involves working with advisors, clients, and internal professionals to identify opportunities, communicate solutions clearly, and
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Worksite address
topeka, KS, 66652, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.