Lead Financial Advisor: Retirement & Estate Planning

A financial services firm is seeking a Lead Financial Advisor to assist clients with financial security. The ideal candidate will have strong interpersonal skills and will manage client relationships without prospecting for new clients. The role includes preparing client files, performing risk analysis, and participating in client meetings. Required qualifications include a bachelor's degree in a relevant field and necessary financial licenses. This full-time position offers a competitive salary with bonus opportunities and professional growth in the wealth management industry. #J-18808-Ljbffr