Senior Wealth Planner - Hybrid​/Remote Strategy & Planning

A leading financial institution in Columbus, Ohio, is seeking a Wealth Planner to deliver comprehensive financial planning services for clients with a net worth of $1-10M. This role involves conducting in-depth discovery conversations, collaborating with wealth advisors, and mentoring junior staff. The ideal candidate should have over 8 years of experience in wealth management, strong communication skills, and a Bachelor’s degree.

The position requires a professional who can develop tailored financial strategies, ensure compliance, and provide exceptional client service.
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