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Wells Fargo

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  • 23 days ago

    Senior Lead Wealth Planning Strategist

    Wells Fargo - Phoenix, AZ, United States
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    About this role: The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth Investment Management. In this role, you will: Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives Work with Advisors to develop business opportunities with clients ...

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