Senior Financial Planning Consultant – High Net Worth

A leading financial institution in Duncan seeks a Financial Planning Consultant to provide expert financial planning counsel and specialized wealth management solutions to high net worth clients. The successful candidate will analyze customer portfolios, develop retirement plans, and collaborate with branch advisors. Candidates must have a CFP designation and significant investment knowledge. This role offers a competitive salary, incentive opportunities, and a collaborative work environment. #J-18808-Ljbffr