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CiUS-OK-Tulsa-2222 South Utica Pl-Suite 100. Full time.

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CommunicationFinancial planningTax planningEstate planningPortfolio constructionCustomer ServiceWealth managementInvestment managementClient Relationship ManagementExcellent verbal and written communicationFinancial planning softwareAttention to detailImmigration lawForm I-9 complianceCOBRA

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