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Estate & Wealth Planning Specialist — Shape Futures

Job in Cincinnati, Appanoose County, Iowa, 52549, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Estate & Wealth Planning Specialist — Shape Futures with Great Benefits
Location: Cincinnati

Wealth Bridge Financial Group is looking for an Estate & Wealth Planning Specialist in Cincinnati, Iowa. In this role, you will engage with clients to provide personalized financial advice and strategies focusing on their investment and retirement planning. You will use advanced financial tools to assess needs and develop effective plans. The position offers top-tier health coverage, a 401(k) retirement plan, life and disability insurance, and career growth opportunities.

If you are passionate about enabling clients to achieve financial success, join our dedicated team.
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