Senior Financial Advisor: Client Strategy & Planning

A leading staffing firm in New York is seeking an experienced Lead Advisor to manage client relationships and drive financial planning strategies. The ideal candidate will have a minimum of 5 years in financial advisory, hold active Series 7 and 66 licenses, and possess CFP® and ChFC® designations. Responsibilities include acting as the primary liaison with clients, managing external communications, and independently conducting client meetings. This role offers a competitive salary with a total compensation of up to $144K. #J-18808-Ljbffr