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Wealth Advisor

Job description Oakeson Steiner Wealth & Retirement is a wealth management firm that provides investment management and retirement plan services and is looking to add a financial advisor to their team. This individual will interact with clients daily to gather and analyze information, create comprehensive wealth plans with an emphasis on tax planning and monitor the financial plans of their clients. Qualifications and Required Experience: · Series 65 license attained within 90 days · College degree or