Senior Financial Advisor - Retirement & Wealth Strategy

A financial services firm is seeking a Lead Financial Advisor to assist clients in achieving their retirement goals. Ideal candidates will display strong interpersonal skills, have the required Series licenses, and will work in a collaborative environment without prospecting for new clients. Responsibilities include preparing client files, conducting portfolio risk analysis, and participating in client meetings. This full-time role comes with a base salary and bonus opportunities, located in Covington, KY. #J-18808-Ljbffr