Baird
A wealth management firm is seeking a Wealth Planner to serve as a technical expert to Financial Advisors and clients. The role involves developing advanced financial plans, guiding on tax and estate strategies, and mentoring junior planners. This position offers a salary ranging from $75,000 to $140,000 with bonus potential, and is based in Indianapolis with flexibility for regional travel. Candidates should have at least 5 years of experience in financial planning and CFP certification.
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