Senior Financial Planner

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  "PostedDate": "2026-06-19T21:19:10.468Z",
  "JobCategoryName": "Wealth",
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  "BriefDescription": "As part of the Wealth team, the Senior Financial Planner takes a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Senior Financial Planners are skilled in recommending customized strategies pertaining to: investments, education, retirement & estate planning, risk management and basic tax issues.",
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  "RequisitionNumber": "SENIO007415"
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