CFP Lead Wealth Planner for High-Net-Worth Clients

A financial services firm in Massachusetts is looking for an experienced Certified Financial Planner (CFP) to lead financial planning initiatives. This role involves collaborating closely with senior advisors and optimizing outcomes for high-net-worth clients. With a competitive compensation package and the opportunity to grow a book of business, this position is ideal for those with a strong financial planning background and excellent communication skills. #J-18808-Ljbffr