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The senior financial planner reports to and partners closely with the vp, director of financial planning.
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A financial planner, or wealth management advisor, reviews a company's or individual's financial statements and finds any potential risks or opportunities for growth.
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Many planners work independently or in small firms, though larger financial services firms either are adding financial planners to their staffs or are insisting that their financial advisers or financial consultants also become certified as financial planners.
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