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Title: Wealth Advisor II
Location: Columbus, IN
DIRECT PLACEMENT
Job Highlights:
Certifications: CFA/CFP preferred
Title: Wealth Advisor II
Location: Columbus, IN
DIRECT PLACEMENT
Job Highlights:
- 5 Years experience in investment & portfolio management
- Working with client - investment & portfolio management
- Client relationship management
- Demonstrated knowledge & use of banking & financial services
- Knowledge & use of financial planning software
Certifications: CFA/CFP preferred