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Senior Financial Planner - Hybrid, Client-Focused

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2025-12-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Financial Planner I - Hybrid, Client-Focused Role
A leading financial services firm in the U.S. is hiring a Senior Financial Planner I to create customized financial plans and support advisor teams. Successful candidates should possess strong analytical, organizational, and communication skills, along with significant experience in financial planning. The position allows for flexible work arrangements, enhancing work-life balance while delivering exceptional client service.
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Position Requirements
10+ Years work experience
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