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Columbia Bank

Tigard , Oregon

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Federal Reserve Bank of Atlanta

Atlanta, Georgia

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Savers Bank

Southbridge, Massachusetts

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Virginia Bankers Association

Glen Allen, Virginia

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Savers Bank

Southbridge, Massachusetts

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Savers Bank

Southbridge, Massachusetts

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Institution for Savings

Newburyport, Massachusetts

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MA Bank

Macon, Missouri

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Cape Cod 5

Hyannis, Massachusetts

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Stamford, Connecticut

BofA Securities, Inc.

New York, New York

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Federal Home Loan Bank of Indianapolis

Indianapolis, Indiana

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Port Washington State Bank

Wisconsin

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Port Washington State Bank

Port Washington , Wisconsin

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ORBA

Chicago, Illinois

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First Federal Savings and Loan

McMinnville, Oregon

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First Federal Savings and Loan

McMinnville, Oregon

Finance

Jefferson City, Tennessee

JimThorpeNeighborhood Bank

Jim Thorpe, Pennsylvania

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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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