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Senior Financial Planner
Responsible for functional leadership and specifically for overseeing the financial planning aspects of Diamond Capital Management clients. Additionally, provides oversight and assistance for high-net-worth financial plans created throughout the Bank to include coaching and training other individuals to communicate and execute financial plans. Inclusive of the training, the teammate will establish best practices for working with internal partners so that all eligible relationships receive a high-quality client experience.   Essential Functions:  Responsible for the financial planning process for the Bank and specifically for providing high-quality, financial plans for DCM clients Coordinates with other departments within the Wealth Management D


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