Senior Financial Advisor
BizOps Collective
BizOps Collective is seeking an experienced Financial Advisor to join our growing holistic financial services firm in New Albany, OH. You will lead discovery meetings, conduct ongoing client reviews, and develop comprehensive financial plans using eMoney to illustrate retirement projections and tax-aware strategies. Reporting to the President, you will strengthen client relationships, expand assets under management, and contribute to firm growth through high-touch service, seminars, and #J-18808-Ljbffr
Vacancy posted 2 days ago
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