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First Bank/First National Corporation

Winchester, Virginia

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Malvern Bank

Paoli, Pennsylvania

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Bank of America N.A.

Charlotte, North Carolina

Bank of America N.A.

Atlanta, Georgia

Colorado Housing And Finance Authority (CHFA)

Denver, Colorado

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Bank of Wisconsin Dells

Wisconsin Dells, Wisconsin

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Chelsea Groton Bank

Groton, Connecticut

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Chelsea Groton Bank

Groton/Norwich, Connecticut

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First & Farmers National Bank, Inc.

Somerset, Kentucky

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Chelsea Groton Bank

multi cities throughtout CT, Connecticut

THE FARMERS BANK

CARMEL, Indiana

Bank of America N.A.

Jersey City, New Jersey

PeoplesBank

Longmeadow, Massachusetts

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First State Community Bank

Farmington, Missouri

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Calvin B Taylor Banking Co

Berlin, Maryland

Windsor Federal Savings

Windsor, Connecticut

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Washington Savings Bank

Dracut, Massachusetts

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Financial Planning Specialist
WHAT YOU'LL DO The Financial Planning Specialist has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client. WHAT YOU'LL BRING Duties: Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Keep current regarding tax law changes through research and participation in learning activities. Obtain and maintain appropriate pro


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