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Responsible for originating residential loans, providing personalized client service, analyzing financial needs, and managing client relationships and mortgage processes.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

The role involves providing financial advice, creating financial plans, recommending investment strategies, and managing client relationships while complying with SAFE Act requirements.

The Wealth Management Specialist is responsible for developing client relationships, coordinating support, and ensuring client satisfaction through effective communication and service management.