Bmo
A financial institution in Scottsdale seeks a Wealth Planning Specialist to provide tailored wealth planning services to high net worth clients. The role requires collaboration with relationship managers to enhance client experiences and maximize asset retention. Candidates should have 5-9 years of relevant experience, strong analytical and consultative skills, and a relevant degree. The position offers a salary range of $91,800 to $171,000, along with a comprehensive benefits package.
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