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Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients.
Seeking a Lead Advisor who has a CPA or who is a former Estate Planning attorney.
We want someone ready to embrace our small, community-based firm, who takes pride and ownership over their tasks and loves helping people.
Looking for a Lead Advisor to manage a growing client base that wants to have an opportunity to become a partner.