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Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
KPB Family Wealth Strategist Duties: The candidate will be the senior advisor that exclusively works with UHNW families with a net worth of greater than $25MM. Serves as the primary point ..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..
