Financial Planning Principal
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The Glenview Trust Company
Jeffersontown 40222
FINANCIAL PLANNING PRINCIPAL STATUS: Exempt DEPARTMENT: Financial Planning BASIC FUNCTION The Planning Principal position collaborates with the Investment Principal and Trust Principal assigned clients to evaluate short- and long-term financial goals, ascertaining at the outset of a client engagement and on a periodic basis the specifics of a clients current financial situation and goals. The... |
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39 minutes ago
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