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Financial Advisor
We are seeking a Financial Advisor to join our team and grow in a supportive, well-established practice. Park Place Financial Advisors is a full-service investment management and financial planning firm operating as the Wealth Management Division of a community bank. We work to provide unbiased wealth management and financial planning services to a broad spectrum of clients. Responsibilities and Duties Provides analysis of client portfolios including preparation of reports and presentation to clients. Facilitates on-going client/prospect meetings, including financial plan and investment reviews Prepare and present financial plans to clients Meet all regulatory and broker/dealer obligations Participate


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