Wealth Management Financial Planning Officer

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  "location": {
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    "country": "United States",
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  "Id": "1068f5eb-3622-4cf9-9a20-aa03d56cfb42",
  "Title": "Wealth Management Financial Planning Officer",
  "Distance": null,
  "Featured": true,
  "FullTime": true,
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      "Address": {
        "City": "New Milford",
        "Line1": "100 Park Lane",
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        "State": {
          "Code": "CT",
          "Name": "Connecticut"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "06776"
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      "Coordinates": {
        "Latitude": 41.60296221990021,
        "Longitude": -73.40553295830773
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  "MatchScore": 1,
  "PostedDate": "2026-04-22T20:38:42.64Z",
  "JobCategoryName": "Invest and Ins. Serv.",
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  "BriefDescription": "The Wealth Management Financial Planning Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer.  The Officer will also provide Wealth Management services to clients of the Bank in conjunction with the entire Wealth Management Team. They will perform business development activities and be responsible for the administration of trust accounts, investment management, employee benefit and IRA accounts.",
  "MatchedLocations": [],
  "RequisitionNumber": "WEALT001962"
}