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F&M Bank

Timberville, Virginia

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Security National Bank

West Des Moines, Iowa

BofA Securities, Inc.

Charlotte, North Carolina

BofA Securities, Inc.

New York, New York

Florence Bank

Florence, Massachusetts

Simmons Bank

Fort Worth, Texas

BofA Securities, Inc.

New York, New York

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Iowa State Bank

Algona, Iowa

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Wells Fargo

Minneapolis , Minnesota

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Cape Cod 5

Hyannis, Massachusetts

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Cape Cod 5

Hyannis, Massachusetts

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Farmers State Bank

Clear Lake, Iowa

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Farmers State Bank

St. Ansgar, Iowa

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TruBank

West Des Moines, Iowa

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Farmers State Bank

Mason City, Iowa

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TruBank

Indianola, Iowa

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TruBank

Des Moines -South, Iowa

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Oregon Coast Bank

Newport, Oregon

Harford Bank

Aberdeen, Maryland

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The Citizens Bank of Philadelphia

Biloxi, Mississippi

FVCbank

Fairfax, Virginia

Department of Insurance, Securities and Banking

Washington, D.C.

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OneUnited Bank

Los Angeles, California

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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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