Senior Financial Planner & Planning Team Lead

Claire Myers Consulting is seeking a Senior Financial Planner to join a boutique wealth management firm in Milwaukee. The role involves leading a planning team, mentoring associates, and enhancing client experiences through effective financial planning strategies. The ideal candidate should have over 5 years of experience in financial planning, expertise in various planning disciplines, and proficiency in financial planning software. This position offers competitive salary, bonuses, and benefits.
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