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Los Angeles County , California

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QCR Holdings, Inc.

Davenport, Iowa

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Davenport, Iowa

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County National Bank

Hillsdale, Michigan

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QCR Holdings, Inc.

Moline, Illinois

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County National Bank

Hillsdale, Michigan

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BofA Securities, Inc.

New York, New York

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UniBank

Whitinsville, Massachusetts

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BofA Securities, Inc

New York, New York

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First National Bank and Trust

Phillipsburg, Kansas

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LifeStore Bank and Insurance

West Jefferson, North Carolina

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Iowa Bankers Association

Johnston, Iowa

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Hoosier Heartland State Bank

Crawfordsville, Indiana

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UniBank

Shrewsbury, Massachusetts

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Federal Home Loan Bank of Chicago

Chicago, Illinois

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Financial Planning Specialist
WHAT YOU'LL DOThe 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 BRINGDuties: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 p


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