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Sr. Consultant, Financial Planning

Description

Job Description Job Description Position: Sr.

Consultant, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave.

Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Sr.

Financial Planner to join our team.

This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines …

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