Lead Financial Planner & Partner Track - AI-Driven RIA
$120kForgent
Forgent is looking for a lead advisor in Fairfield, CT. This key hire will own client relationships and deliver cash-flow-based financial plans without business development responsibilities. The firm emphasizes coaching and partnership, with competitive compensation, including a $120K base and a $40K performance bonus. The ideal candidate has 3+ years of experience, CFP preferred, and a passion for building systems. #J-18808-Ljbffr Forgent
Vacancy posted 11 hours ago
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