Wealth Planning Associate - Client-Focused Support
Lead Advisor
Lead Advisor is a wealth management recruiting and consulting firm seeking a Financial Planning Associate in Elgin, IL. This role supports Financial Advisors by preparing planning materials, developing client recommendations, and delivering a high-touch client experience. The position coordinates with advisors to create comprehensive financial plans, analyzes client data, and ensures accuracy before meetings. 2+ years in financial services preferred; CFP coursework desirable. #J-18808-Ljbffr Lead Advisor
Vacancy posted 2 days ago
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