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Found 5 5 to 9 years, Required jobs
Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients.
As the Director of Planning, you will work closely with the Senior Wealth Advisor and clients to deliver financial planning solutions to our clients.
Seeking a Lead Advisor who has a CPA or who is a former Estate Planning attorney.
The Director of Financial Planning will lead HB's efforts to ensure advisors are well-equipped to deliver excellent, comprehensive financial planning.
Looking for a Lead Advisor to manage a growing client base that wants to have an opportunity to become a partner.