Ameritas

Financial Planning Manager

United States State House, Lancaster County Contract USD 113,942 - 113,942

Ameritas Agency and Advisor Distribution is seeking an Advanced Planning– Financial Planning Manager to lead the Financial Planning desk. This role reports to the Advanced Planning Director and oversees the Financial Planner and financial planning interns that support both senior planners and financial professionals in delivering case preparation and development of comprehensive financial plans for advanced planning cases involving business, retirement, estate, charitable and tax planning. • Th…

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