Senior reputed company Planner - Hybrid/Remote, Clients
Position: Senior reputed company Planner - Hybrid/Remote, $1-10M Clients
A financial institution in Minnetonka seeks a reputed company Planner to reputed company financial planning services for clients with a net worth of $1-10M. The role involves leading financial engagements, ensuring compliance, and collaborating with advisors. Strong communication and coaching skills are essential, along with a Bachelor's degree and preferably a CFP designation. The position offers a full-time office role with a potential for flexible arrangements.
Competitive compensation and comprehensive benefits are provided.
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