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The Financial Planner will support Financial Advisors in creating comprehensive financial plans, organizing client information, and using planning tools to deliver accurate reports. Responsibilities include client communication, identifying planning opportunities, and participating in presentations and team initiatives.

The VP Financial Advisor at Wealth Enhancement Group spearheads client relationship management and the financial planning process, ensuring high-quality client support and communication. Responsibilities include mentoring team members, sourcing and closing leads, and actively participating in training and educational initiatives. The role emphasizes adhering to corporate communication strategies while driving client engagement and retention.

The Senior Financial Planner will support Financial Advisors by developing comprehensive financial plans, conducting analyses, and answering technical planning questions. They will organize client documentation, create reports using various financial planning tools, and participate in training and mentorship. The role requires direct communication with clients and Advisors to refine financial strategies and deliver finished financial plans.